Job Details

Job description

This Paraplanner job in Darlington provides opportunity to join a well established financial advice firm that support internal development.

As a Paraplanner, you will play an important role in closely liaising with the Financial Advisors and clients to ensure recommendations are delivered efficiently, compliantly, and timely. Your duties will include:

• Preparing research and technical analysis
• Producing compliant and detailed suitability reports
• Maintaining and reviewing existing client portfolios
• Building strong client relationships

As you develop in your role, there will be scope for you to be part of client meetings and possibility to move into providing advice in the future.

Paraplanner Requirements

• You should have experience as a Paraplanner
• Individuals holding or working towards their Level 4 Diploma in Financial Planning would be preferred

The Company

This financial services firm was established over 20 years ago and has developed an excellent name across the region. The business is a leading firm, ranked within the top 25 practices in their network.

Paraplanner Benefits

• Salary of £30,000 - £40,000 depending on experience and qualifications
• Potential to consider hybrid working for right individual
• Excellent team spirit, supporting each other to be successful

Locations

Darlington

Call us now on 0208 0044 154 or click Apply

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