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Stockton-on-Tees

    Paraplanner - Stockton-on-Tees, County Durham, United Kingdom - Prismatic Wealth Limited

    Prismatic Wealth Limited
    Prismatic Wealth Limited Stockton-on-Tees, County Durham, United Kingdom

    6 days ago

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    Description
    Job Description

    Company Description

    Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs.

    Role Description

    This is a full-time role for a Paraplanner at Prismatic Wealth Limited, though part-time would be considered for the right candidate. The Paraplanner will be responsible for various day-to-day tasks including financial planning, conducting research, analysing investments, report writing, and liaising with advisers. This is a hybrid role, based in Stockton-On-Tees with the flexibility for some remote work.

    Qualifications

    • Strong financial planning skills
    • Analytical skills
    • Experience with investments and finance
    • Proficient in report writing
    • Ability to provide sound financial advice and support
    • Excellent communication and interpersonal skills
    • Attention to detail and accuracy
    • Diploma qualified
    • At least 2 years experience in a paraplanning role

    Benefits

    Prismatic Wealth offer an excellent benefits package, including pension scheme, Health Cash Plan, Critical Illness and Death In Service Scheme.

    Salary dependent on experience and qualifications £31,000 - £37,000.


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