Financial Planning Support Specialist

5 days ago


Newton Aycliffe, Durham, United Kingdom CV Elite Full time

CV Elite is an award-winning Chartered Financial Planning firm based in Newton Aycliffe, looking for a skilled Paraplanner to join our team. As a Paraplanner, you will provide technical support to our Directors and Financial Planners, working closely with them to deliver exceptional financial planning services to our clients.

This is a fantastic opportunity for an experienced Paraplanner to join a dynamic team and progress into advising roles as their skills and experience grow. The salary for this position is up to £45,000 (dependent on experience) and includes a range of benefits such as profit share scheme, 25 days holiday, generous pension, life insurance, income protection benefit, free parking, and early finish Fridays.

You will be involved in client meetings from the outset and will have the opportunity to develop your skills and expertise in financial planning. With ongoing professional training and development, you will be equipped to succeed in this role and take your career to the next level.



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