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| Job Location | Tyne and Wear |
| Education | Not Mentioned |
| Salary | £35,000 - £42,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Candidate Requirements:· Previous paraplanning experience within an IFA or Wealth Management environment· Familiar with all major research systems (e.g. FE Analytics, Voyant etc.)· Experience of the Pension Transfer market· Experience of the administration of IHT and/or Investment products· Comfortable using templated Suitability Letters· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);· Demonstrates up to date knowledge of relevant regulation and legislation· Exceptional attention to detail with strong numeracy skills· Highly organised with excellent communication skills· Manages time effectively with the ability to multi-task· Keeps calm when faced with conflicting demands and handles these effectively· Demonstrates a positive attitude at all times· Works well on own tasks as well as on shared goals as part of a team· Adopts a client-centric approachBenefits:· Hours: 9-5 (4pm on Friday)· Pension 5% employer (matched)· Bonus Quarterly· 4 x Death in Service· Private Medical InsuranceRole:If you’re an experienced Paraplanner who is exceptionally organised and thrives on structure and processes, we would love to hear from you!After an initial period in the office, this role will see you working remotely 4 days per week, with 1 day in the South Tyneside office. Great supportive and capable team, with an opportunity to study and develop further (Adviser if desired).Responsibilities will include:-· Fully analyse clients’ requirements, develop cash flow models and accurately record client data· Research and analyse financial products to meet client requirements and objectives· Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports· Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process· Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models· Work with colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process· Work within and stay up to date with template changes and advice notesQualificationsIdeally hold DipPFS, consideration will be given to individuals holding FPC 1,2,3 with extensive industry experienceKnow someone who the above job would be a perfect fit forREFER THEM ...and receive £250 when they start in their new role!