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Paraplanner

  • Location:

    England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £25000 - £35000 per annum + hybrid working, benefits, exam support

  • Contact:

    David Elders

  • Contact email:

    david.elders@search.co.uk

  • Job ref:

    BBBH87755_1651075904

  • Published:

    2 months ago

  • Expiry date:

    2022-05-24

  • Start date:

    Negotiable

  • Consultant:

    David Elders

Paraplanner / Report Writer
Durham
£25,000 - £35,000 basic salary plus various benefits, free parking, exam support and hybrid home/office working

A successful Financial Planning organisation based in County Durham are looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the Financial Advisors within the business.

The successful applicant will ideally be qualified to Diploma level 4 (or working towards) and you will be given full support to obtain your qualifications. However the main criteria is experience over qualifications.

The main responsibilities within the role include providing accurate and compliant suitability reports, on-going monitoring of recommended structures and providers whilst working closely with a dedicated Financial Advisor.

This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional progression is actively encouraged. In return you will work in a well respected, growing and supportive environment and receive a competitive salary package and hybrid home office working

Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.