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| Job Location | Whitburn, Sunderland |
| Education | Not Mentioned |
| Salary | £25,000 - £30,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
RoleOur Client is a highly successful, Financial Services business, re-locating to South Tyneside, who have an immediate requirement for a knowledgeable, experienced Paraplanner. The role offers longevity coupled with superb benefits, for the right candidate.Responsibilities:-· Complete suitability letters/advice set for:- IHT Planning- Investment Replacement/ISA Transfers- Pension Transfers (including Safe-Guarded benefits)- Long-term Care- Life Cover· Analyse and work towards preparation of Defined Benefit Transfer suitability letter/spreadsheet/advice setQualificationsLevel 4 Diploma DipPFS (or equivalent) preferred, not essentialCandidate Requirements