Paraplanner upon Tyne

We have a fantastic vacancy for a Paraplanner to join our Newcastle Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements.

After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Please note:

any offer of employment is subject to satisfactory criminal record background checks.

Perspective (North East) Ltd

Newcastle

Monday – Friday 9am to 5pm with a one hour break (35 hours)

Competitive dependent on experience and qualifications. Available upon request.

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

Extra Discount Cards give employees an easy way to make everyday spending go further.

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY