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Candidate

Paraplanner

Key Job Features

Job Type: Permanent
Reference: TS/893541
Location: Middlesbrough
Salary: £30k - £40k
Salary (OTE): To £k
Other:

Details

TS/893541

PARAPLANNER

Location: Middlesbrough

Up To £40,000

This is an exciting opportunity for an experienced Paraplanner to join an established and growing advisory business. If you are looking to move into a role that has a supportive culture, with the opportunity for progression, this is the ideal role for you.

We are looking for a candidate with a broad knowledge and understanding of Financial Services, with the ability to work within defined business processes.

The role will involve:

  • Working closely alongside Advisers
  • Writing reports and suitability letter
  • Doing the research to support the Advisers
  • Communicating with Advisers, to discuss timescales and work instructions
  • Communication between the Administrators and Advisers

 

The successful applicant will have experience of paraplanning systems, the ability to write and present reports and a good technical knowledge of Financial Services.

*You do not need to be Diploma qualified but would ideally be working towards this qualification*

If you are interested, please send a copy of your CV to cv@paulharpersearch.co.uk quoting reference number TS/593541 or call Charlotte Nixon or John Hirst on 0117 920 0060 for a confidential discussion.

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