Paraplanner - Gateshead

**Paraplanner**

An exciting opportunity has arisen for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Gateshead. This practice has become known for its personalised service, quality independent advice and afocus on holistic financial planning.

On offer will be a competitive salary and an attractive benefits package plus continued professional development to Diploma, Chartered and beyond.

**The Paraplanner role**
- You will conduct fund and provider research, analysing suggested recommendations against current arrangements.
- You will access existing portfolio valuations
- You will create bespoke suitability letters justifying the reasons for each piece of advice.
- Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
- Analysis of clients’ existing arrangements will also be required to determine ongoing suitability.

**Requirements**:
Proven experience within a paraplanning role with strong technical knowledge of investments, pensions and protection is preferable. Knowledge of mortgages and tax would be welcomed but is not essential.

You will ideally hold or be working towards the CII Level 4 Diploma.