Job Title: Paraplanner
Location: Newton Aycliffe, DL5
Role Summary:
We are seeking a skilled Paraplanner to provide support to our Directors and Financial Planners in a fast-paced, client-focused team. As a key member of our team, you will work closely with our experienced professionals to deliver exceptional results.
About the Role:
This is an excellent opportunity for a motivated and detail-oriented individual to join our award-winning Chartered Financial Planning firm. The successful candidate will be responsible for:
* Providing administrative support to the Directors and Financial Planners
* Preparing and maintaining client files, reports, and other documents
* Assisting with research and analysis to inform financial planning decisions
* Contributing to the development of new business opportunities
Requirements:
To be successful in this role, you will need:
* A strong understanding of financial planning principles and practices
* Excellent communication and organizational skills
* The ability to work effectively in a small, fast-paced team environment
* A high level of attention to detail and accuracy
Salary: £35,000 - £45,000 per annum (dependent on experience)