Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking

Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must have knowledge and experience of investment and pension products Competent in using Microsoft Office, including Excel Experience using Intelliflo is desirable but not essential A positive and confident communicator Role: One of our existing clients is based on the outskirts of Durham and weve been instructed to find them an additional Paraplanner, as theyre super busy! All their business comes from referrals and they really focus on delivering an exceptional service to their clients. As they are a Chartered Firm, they love individuals who want to achieve Chartered status and provide a great study package.

Youll be working alongside a small team of Paraplanners and your responsibilities will include:- Preparing for client annual reviews, producing valuation reports, costs & charges, cash flow models Completi...