Paraplanner - Stockton

Job Title: Paraplanner

Location: Stockton - on - Tees

Salary: £32,000 - £40,000 per annum (dependent on experience and level of qualification)

We are seeking a highly-skilled and experienced Paraplanner to join a friendly team of financial professionals in Stockton. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering customised financial advice.

Responsibilities:

• Researching and analysing financial products and services to source well-informed recommendations for clients. Exposure to a wide range of pensions and retirement products, investments and protection.
• In-depth analysis of clients' circumstances, portfolios, and objectives, culminating in tailored recommendation reports for Financial Advisers.
• Preparation of comprehensive financial planning reports, suitability letters, and other written information for clients.
• Providing essential technical support to Financial Advisers to maintain and enhance client relationships and deliver superior financial advice.
• Collaborating with the team to ensure compliance with financial regulations and internal policies and procedures.
• Building relationships with clients.
• Attending meetings with clients to complete paperwork where required.
• Identifying and actioning points from the meeting, recording on Intelliflo.
• Building relationships with clients and being the point of contact via email and telephone.
• Other ad hoc technical and administrative tasks to support the advisers and clients.

Requirements:

• Experience within an equivalent role.
• Extensive knowledge of financial planning and financial products and services.
• A high level of written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Proven capability to work independently and collaboratively within a team environment.
• Exceptional attention to detail and accuracy.

This is an excellent opportunity for a dedicated financial planning professional to contribute to a dynamic and successful team, building their career and making a significant impact on clients' financial well-being. If you have the required skills and experience, we encourage you to apply for this rewarding position.

Please send your CV to jenny @ tempestjones . com