Financial Services

£25,000 - £35,000

·        25 days annual leave
·        A day off for your birthday
·        Contributory pension scheme
·        Private Healthcare
·        Life assurance
·        Health insurance
·        Charity volunteer days
·        Employee recognition
·        Recruitment referral
·        Cycle to work scheme
·        Career Development


Our Client, an IFA Firm dealing with pensions, investments, mortgages and insurance, has an additional requirement for an experienced Paraplanner. Following an initial period, you will have the option of working from an office within Teesside, or being hybrid.

Working within the administration team, your role will include:-
·        Providing technical support to the advisers within the Firm
·        Research of suitable products
·        Preparation of suitability reports
·        Cash flow modelling

QCF Level 4 Diploma advantageous, but not required

·        Must have some previous paraplanning experience
·        Be efficient and organised
·        Have a calm approach and able to work under pressure
·        Ideally have had exposure to Old Mutual, Co-Funds, Prudential, FE Analytics, O&M     and Cash-Calc

Are you interested?

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