Due to continued growth, a highly regarded and successful Financial Services business, located on the outskirts of Gateshead, is looking to recruit 2 additional Paraplanners, to work on a full-time basis. The role may suit experienced, Level 4 qualified individuals or, trainees, ideally with some experience.

Flexibility can be offered around working hours, with later start times and early finishes, alternative weeks.

The role will appeal to both career Paraplanners and those who are looking to progress to an advisory role, in the future. The company provides great training and the opportunity for you to widen your knowledge and develop your career.

Responsibilities will include:
·        Completion of Letters of Authority (LOA’s)
·        Review current plans
·        Conduct detailed research and analysis, utilising FE Analytics, SelectaPension and Defaqto
·        Construct suitability letters
·        Update and maintain documents and processes including templates and schedules
·        Support and challenge Financial Advisers, where required