Paraplanner

time left to apply End Date: January 29, 2025 (7 days left to apply)

job requisition id JR166

Job Posting Title

Paraplanner

Salary Band

£34,058 - £46,078

LC1 R1

Job Description

As an NFAL Paraplanner, you will be part of a growing team who deliver a high standard of service to both internal and external customers.

You will provide technical advice support to the financial advice team whilst developing competence with regulated sales processes.

We continuously strive to improve the way we work and the customer experience, so new ideas are welcomed.

If you would like to be part of a fun and friendly team, then this is the job for you!

As well as this permanent opportunity, we also have a Family Leave cover available too.

About You

• Competence with Microsoft Office and other software programmes as required
• Good analytical skills
• Excellent IT skills, particularly with Microsoft Word and Excel
• Ability to manage a high volume workload and multi-task
• Excellent verbal and written communication skills
• Ability to communicate effectively at all levels
• Good time management skills
• Experience within a Regulated Financial Services Environment
• Proven track record in achieving and exceeding targets
• Full Diploma QCA level 4 or equivalent

About Us

Newcastle Financial Advisers is the Society’s financial advice subsidiary and has been providing trusted advice to new and existing customers for over 17 years. Our teams of Financial Advisers deliver expert face-to-face advice to customers across our entire branch network, supported by our sales support team, providing technical and administrative services.

We deliver a restricted advice service through our Appointed Representative partnership with Openwork, one of the UK’s largest financial advisory networks.

The Openwork proposition provides access to a wide range of investment, pension, and protection products from some of the UK’s biggest financial brands to meet the financial planning needs of our customers.

Benefits

• Hybrid working – typically 3 days’ homeworking and 2 days’ office based
• A 35-hour weekly contract - We are happy to talk flexible working and welcome discussions around how and when people work including part-time hours
• 25 days holiday each year plus bank holidays (increasing with length of service)
• Bonus Scheme (paid annually) -On target 10%, up to 15% depending on performance
• Colleague mortgage scheme and access to our financial advisors
• Private medical insurance
• Pension scheme (up to 9% employers’ contribution)
• Life assurance (4x salary) and income protection
• Access to a range of wellbeing benefits, including Medicash scheme
• Electric car salary sacrifice scheme
• Cycle to Work scheme
• Above statutory family leave entitlement - 3 months full pay, 3 months half pay regardless of gender or route to parenthood
• An extra day’s holiday for your birthday
• The option to buy and sell holidays
• Two paid volunteering days each year
• A broad range of learning and development opportunities
• Access to a range of high street and online discounts
• Free onsite gym at Cobalt and access to a range of discounted/subsidised gym memberships nationwide
• A wide range of recognition initiatives to recognise and reward great performance

Recognising there’s no one-size-fits-all approach to recruitment, we’re committed to ensuring every candidate has the opportunity to showcase their full potential throughout the recruitment process. We strive to make our processes as accessible as possible; if there are any ways in which we can provide support or make adjustments, we would love to discuss this with you. You can contact your Recruiter for this vacancy at sarah.smith@newcastle.co.uk

Company:

Newcastle Financial Advisers Limited

Why work here?

People are the focus of absolutely everything we do. We believe in people, we care deeply about their hopes, their dreams, and their wellbeing. And that applies equally to our customers, our communities, and our colleagues – which means you, if you choose to work here. It’s important to us that you know if you join us, we will welcome you, respect you, encourage you, and help you to achieve your goals.