Financial Planning Professional

1 day ago


Darlington, Darlington, United Kingdom Tarran & Co Financial Planning Ltd Full time
Job Overview

We are seeking a Diploma qualified Paraplanner to join our team at Tarran & Co Financial Planning Ltd. As a leading provider of holistic financial planning services, we cater to a professional client bank and offer specialist services for Women, Businesses, and Medical Professionals.

Key Responsibilities
  • Provide administrative support to our Financial Services team
  • Assist in the preparation of comprehensive financial plans
  • Collaborate with experienced professionals to deliver high-quality services
Requirements
  • Diploma in Financial Planning or equivalent qualification
  • Minimum 2 years of experience in a busy IFA practice
  • Excellent communication and organizational skills

We offer a competitive salary of £40,000 - £60,000 per annum, depending on experience.



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