Paraplanner or Trainee Paraplanner- Gateshead

3 weeks ago


Gateshead, United Kingdom Tempest Jones Full time

Paraplanner/ Trainee Paraplanner

A fantastic opportunity has arisen for a Paraplanner or Trainee Paraplanner to join a well-established firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues.

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

This will be a long-term role within a secure business that is thriving.

This company place employee well-being as a top priority so you will be provided with continual chances to learn and develop yourself.

The Paraplanner role

The core purpose of this role will be to provide technical paraplanning support to a team of busy financial planners assisting them with creation of financial recommendations.
- You will access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
- 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 at review.

This is a fantastic opportunity to join a successful and dynamic team in a friendly and supportive environment.



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