Paraplanner

2 weeks ago

Northallerton, United Kingdom Finlink Ltd Full time

Paraplanner, Northallerton

Hybrid

Up to £45,000

This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office.

The Role

As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.

Benefits

  • Salary up to £45k depending on experience
  • Hybrid working
  • Death in Service (4 x annual salary)
  • Private Medical Insurance provided by Vitality.
  • Group Income Protection
  • Employee Assistance Programme

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