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Job LocationMiddlesbrough
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An exciting opportunity has arisen for a Paraplanner to join a growing wealth management firm in Middlesbrough.With the option of flexible working.This is not your average paraplanning role, you will be working closely with the wealth managers, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients.This role will set you up for your future, and you will be provided with the opportunity to move into financial advice should this be your career aspirations!The ideal candidate will hold the level 4 diploma (or be close to obtaining) and have experience in a paraplanning role.Key duties and responsibilities include:

  • Attending client meeting
  • Writing engagement letters
  • Request for information
  • Writing suitability reports
  • Producing quotes
  • Keying drawdowns
  • Keying new applications
  • Update calculators
  • Cash Flow modelling reports
  • Product provider research
  • Fund research
  • Rebalancing
  • Checking and calculating CGT/Income tax reports
  • Emailing clients

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