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Paraplanner / Financial Planning Support
4 weeks ago
Paraplanner / Financial Planning Support - IFA
Middlesbrough
£25,000 - £38,000 basic salary plus company benefits, free parking, exam support
A successful Financial Planning company with an office near Middlesbrough are looking for a Paraplanner / Report Writer / FS Administrator to join their successful organisation.
I am looking for a support individual from a Financial Planning background to join the company and provide an important function in supporting the Advisors within the business.
The successful applicant will already have experience within an IFA/Wealth Management organisation providing technical administrative support ideally including some exposure to suitability report writing.
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 the Directors / Advisors
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 supportive and positive environment and receive a competitivesalary package, full exam support, various company benefits and an ethical, professional working environment. You will work with varied and challenging clients and cases.
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