Financial Planning Specialist

3 days ago


Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

Company Overview:

Eldon, an award-winning Chartered Financial Planning firm based in the North East of England, is seeking a highly skilled Paraplanner to join its small, fast-paced team. As a leading provider of holistic financial planning services, Eldon prides itself on delivering exceptional results for clients and fostering a collaborative work environment.

Salary:

The successful candidate can expect a competitive salary of up to £45,000 per annum, depending on experience, plus a range of benefits including profit share scheme, 25 days' holiday, bank holidays, generous pension, life insurance, income protection benefit, free parking, early finish Friday (1pm), and ongoing professional training and development.

Job Description:

As a Paraplanner at Eldon, you will be responsible for providing technical support to our experienced Financial Planners, working closely with them to deliver personalized financial plans and solutions for clients. Key responsibilities include preparing client meeting materials, conducting research, and analyzing data to inform recommendations. You will also develop relationships with clients, attending meetings and supporting the implementation of financial planning solutions.

Required Skills and Qualifications:

  • Experience working in a financial planning or advisory environment
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Highly organized and methodical approach
  • Ability to maintain confidentiality and handle sensitive information

Benefits:

  • Competitive salary and bonus structure
  • Range of benefits, including pension and life insurance
  • Ongoing professional training and development opportunities
  • Flexible working arrangements, including remote work options
  • Collaborative and supportive team environment


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