Paraplanner/Technical Analyst

Paraplanner/Technical Analyst


Financial Services

M-F 9-5pm, 33 days holiday, pension, bonus, 4x DIS, free parking space 24/7


Are you a Diploma qualified Paraplanner, keen to work within a city-centre office and be part of a small team of mature, experienced and highly competent Paraplanners?

On offer is a friendly and relaxed office environment, with superb views of the city and River Tyne, study support if required, a 35 hour week, 33 days holiday (closed at Xmas), pension of your choice, DIS X4, annual bonus and your own FREE indoor, secure parking space (available 24/7).

Responsibilities will include:

  • Preparing and compiling financial analysis data from client information
  • Analysing client data and preparing cash flow analysis
  • Researching products to support recommendations
  • Compiling compliant financial planning recommendations and suitability reports
  • Liaising with product provides and other relevant third parties
  • Contacting clients, when required
  • Dealing with actions from client meetings
  • Preparing client packs for review meetings
  • Utilising Transact, Quilter and Aviva platforms

Minimum DipFA qualified

Suitable candidates must possess:

  • Technical paraplanning experience
  • Solid knowledge of Pensions, Investments and IHT
  • Knowledge of Advisory Model Portfolios would be desirable
  • The ability to challenge the Adviser, where required
  • Experience of Intelligent Office desirable
  • Team player essential

Are you interested?

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