Paraplanner - Jesmond, United Kingdom - Tempest Jones

Tempest Jones
Tempest Jones
Verified Company
Jesmond, United Kingdom

3 days ago

Tom O´Connor

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Tom O´Connor

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Description
Paraplanner

A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues.

On offer will be a competitive salary and an attractive benefits package plus continued professional development.

This company place employee well-being as a top priority so you will be provided with continual chances to learn and develop yourself, as well as flexible working to help you to maintain a healthy work-life balance.

The Paraplanner role

The core purpose of this role will be to provide technical paraplanning support to a team of busy financial planners assisting them with creation of financial recommendations.


  • You will access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
  • Conducting product and provider research.
  • You will create bespoke suitability letters justifying the reasons for each piece of advice.
  • Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
  • Analysis of clients' existing arrangements will also be required to determine ongoing suitability at review.

Requirements:

Ideally you will have experience in a similar role with strong technical knowledge of investments, pensions and protection.
You will ideally hold or be working towards the CII Level 4 Diploma.
This is a fantastic opportunity to join a successful and dynamic team in a friendly and supportive environment.
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