Technical Research Assistant

1 day ago


Middlesbrough, Middlesbrough, United Kingdom CV-Library Full time

Take your first step towards a fulfilling career as a Paraplanner / Trainee Paraplanner at our reputable Investment Management & Financial Planning firm in the North Leeds area.

Job Summary

We are looking for a qualified individual to join our team, supporting Financial Advisers with research and writing technical compliant suitability reports for clients. This role is perfect for those with a Diploma in Financial Planning / Level 4 qualification and 1-3 years of experience in a Paraplanning role.

Main Responsibilities
  • Support the production of suitability reports for reviews and new business, ensuring they meet client needs and comply with regulatory requirements.
  • Work closely with the Paraplanning Manager to log incoming projects and maintain up-to-date report templates, optimizing team efficiency.
  • Contribute to the creation of comprehensive research and analysis for complex client situations, adhering to strict compliance standards.
What You'll Get

A salary of £27,000 - £31,000 per annum, 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS, and other benefits make this an attractive opportunity for ambitious professionals.



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