We are interested in speaking with individuals based in Newcastle for this position!

The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.

We offer a competitive hybrid working pattern for this Senior Paraplanning role.

As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
• Assist in the interpretat...