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Who are we?

WE'RE ONE OF THE LEADING INDEPENDENT FINANCIAL PLANNING TEAMS IN THE NORTH.

Role: ParaPlanner

Location: Stockton-On-Tees, North East

Salary: Dependent on Experience & Qualification

How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding the Investors in People GOLD status?

Due to our ongoing success, we now have an opportunity to add a further experienced ParaPlanner to our growing team.

You will be joining the organisation at a very exciting time where you will be able to develop your skills further and will be based within a friendly and professional environment.

Duties of the ParaPlanner:

  • Supporting the Financial Planner(s) with research and analysis to meet Client needs and objectives.
  • Supporting the Financial Planner(s) with production of quality, accurate, compliant letters, analysis, suitability reports.

Requirements of the ParaPlanner:

  •  At least 2 years’ experience within an Adviser firm.
  •  Diploma qualified or close to attaining DipPFS status.
  •  Experience in writing technical suitability reports and conducting high quality fund research.
  •  Providing extensive administrative and technical support to the advisers.
  •  Experience and strong knowledge of using provider WRAP platforms.
  •  Excellent communicator, organised, knowledgeable and technically minded

In return you will receive a comprehensive package; a competitive starting salary depending on experience as well as a generous benefits package.

 

 

CALL US TODAY

01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

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Financial planners chartered

Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority