Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Newcastle offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well-known, award winning and trusted name, there has never been a better time to join them than now. Overview The national paraplanning team are responsible for the preparation and submission of advice pre-approval forms and suitability reports. You will be relied upon for technical guidance to the financial advisers to ensure clients receive excellent financial advice. What will your role entail? These newly created opportunities will see you working closely with the Paraplanning Team Leader, Adviser Support Managers and established teams of existing Paraplanners. Main duties: Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate Providing accurate, timely and compliant suitability reports Utilising all technology to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the advisers Proactive self-development and understanding industry changes Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements Effectively communicating at all times both internally and externally Working w