Due to continued growth, our client, a highly regarded and successful Financial Services business, requires 2 additional career Paraplanners, to work on a full-time basis. Whilst individuals must have some previous experience, Trainee Paraplanners with limited experience, are invited to apply.

You’ll be office based near Gateshead and flexibility can be offered around working hours, with later start times and early finishes, alternative weeks.

Responsibilities will include:-
· Completion of Letters of Authority (LOA’s)
· Review current plans
· Conduct detailed research and analysis, utilising FE Analytics, SelectaPension and Defaqto
· Construct suitability letters
· Update and maintain documents and processes including templates and schedules
· Support and challenge Financial Advisers, where required

Qualifications:
· Part/DipPFS whilst desirable, is not essential

Candidate Requirements:
*Individuals must have some previous paraplanning exposure, either as a Trainee Paraplanner or as an experienced Paraplanner
· Possess an understanding of pensions, investments and life products
· Experience of paraplanning tools including FE Analytics, SelectaPension and Defaqto, would be desirable
· Great communication skills and able to build business relationships with the team and Advisers
· Strong numeracy skills with excellent attention to detail
· Must possess good IT skills
· Keen to learn and study further


Benefits:
· 35 hour week (M-F 9-5) PLUS flexible working options
· 28 days holiday (plus bank holidays)
· 4 x DIS
· 5% pension contribution
· Generous quarterly and annual bonus
· Free parking / accessible by bus and train
· Study support