Financial Adviser jobs in Guisborough

Job Title: Paraplanner

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

Our client, a reputable financial planning practice based on the outskirts of Stockton is now seeking a Paraplanner to join their friendly team. 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.
• 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 comprehensive financial advice.
• 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 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, please apply for this rewarding position.

Please send your CV to jenny @ tempestjones . com

NB: The top end of the salary bracket is for highly experienced and qualified candidates only.

Job Types: Full-time, Permanent

Pay: £32,000.00-£40,000.00 per year

Schedule:

• Monday to Friday
• No weekends

Application question(s):

• Do you have the right to work PERMANENTLY in the UK?

Work authorisation:

• United Kingdom (required)

Work Location: In person

Reference ID: 987676