Benefits:
Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times)
Holidays: 28 days, (4 days kept for Christmas) plus stats
Pension
DIS
Annual bonus and salary review
Various Company expensed events during the year
Study days and full exam funding, including study material
Free parking
Candidate Requirements:
Must have at least 2 years experience working as a Paraplanner
Must have knowledge and experience of investment and pension products
Competent in using Microsoft Office, including Excel
Experience using Intelliflo is desirable but not essential
A positive and confident communicator
Role:
One of our existing clients is based on the outskirts of Durham and weve been instructed to find them an additional Paraplanner, as theyre super busy! All their business comes from referrals and they really focus on delivering an exceptional service to their clients. As they are a Chartered Firm, they love individuals who want to achieve Chartered status and provide a great study package.
Youll be working alongside a small team of Paraplanners and your responsibilities will include:-
Preparing for client annual reviews, producing valuation reports, costs & charges, cash flow models
Completi...