Paraplanner

Candidate Requirements:

· Technically competent paraplanner with solid experience
· Knowledge across pensions and investments and IHT
· Defined Benefit experience would be advantageous
· Organised approach
· Keen eye for detail
· Able to produce quality documents with excellent English (both spelling and grammar)
· Able to adhere to deadlines
· A team player

Benefits:

· 9am-4.30pm
· Hybrid working
· 33 days holiday
· Generous bonus
· Pension
· Annual salary review
· Study Support
· Opportunities to progress
· Free parking

Role:

Are you an experienced and talented Paraplanner who would relish the opportunity to work within a smaller, modern, vibrant and ambitious company in North Tyneside?

On offer is a highly competitive salary, generous bonus structure, 33 days holiday, pension, study support, flexible working, free parking (close to transport links) and daily early finish at 4.30 pm.

Responsibilities will include:

· Working within a restricted environment
· Supporting a highly successful Adviser
· Pensions, investments, IHT and protection products
· Client contact via telephone and occasionally face to face
· Utilising Salesforce, FE Analytics and Voyant
· Future opportunity to progress, if desired

Qualifications:

· DipPFS (or equivalent) desirable, although experience is more important

Know someone who the above job would be a perfect fit for?

REFER THEM ...and receive £250 when they start in their new role