Financial Services

£26,121 - £35,340

  • 35 hours (9-5 with some flexibility)
  • 25 (increases to 30) days holiday plus stats
  • Corporate bonus scheme
  • Generous pension scheme
  • Performance-related pay
  • DIS X4
  • Flexible working hours
  • Working from home supplement upon joining
  • Volunteering days
  • Additional benefits include gym, travel loans, staff discounts, subsidised event tickets


Due to ongoing growth, our Client, an Employer of Choice, is looking to appoint an experienced Paraplanner, to join their existing team. Accessible location in North Tyneside and offering a highly desirable working culture, in a supportive team environment. This is a company which is both client and employee centric and provides superb, sought-after benefits.

·        Working within a team environment supporting advisers working remotely
·        Providing paraplanning support across pension, investment and protection products
·        Managing the platform-based transaction process
·        Ensuring accuracy of data gathering and input
·        Liaising with advisers
·        Supporting with seminars
·        Contribution to internal projects

Advantageous however, not required

·        Must have previously worked in Financial Services
·        Solid understanding of investment and pension sales processes
·        Knowledge of investment platforms
·        Knowledge of on-going service propositions
·        Occasionally willing to travel and work unsocial hours (driving licence desirable)
·        Support others as part of a strong team culture
·        Confident in own abilities and able to challenge
·        Able to deliver to the highest standard in both quality of work and customer service

Are you interested?

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