Tarran & Co Financial Planning Ltd
Paraplanner
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Paraplanner – Full Time
We are looking for an experienced and qualified Paraplanner to join our team.
But let’s be clear, this isn’t your average report writing paraplanner role as we provide bespoke holistic advice to our clients.
We are looking for a skilled Paraplanner who has a genuine love for research, using technical analysis tools and writing bespoke comprehensive client reports. You will have a voice in the advice process, working alongside our advisers and have the autonomy to select bespoke, researched solutions for our clients.
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About You
- Preferably Qualified at Level 4 Diploma in Financial Planning (or must already be working towards becoming qualified)
- Minimum 2 years of experience working in a Paraplanner role
- Technically competent in investments, pensions, protection, trusts and IHT
- Have meticulous attention to detail
- Knowledge of Intelliflo, Defaqto, FE Analytics, Iress, Cashcalc and MS Office - desirable but not essential
- Will consider Office Based, Hybrid or Home-Working – Must be available to work in our Darlington office for initial period of training.
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About Us
Tarran & Co Financial Planning is a busy financial advice firm based in Darlington. We provide holistic financial planning to a professional client bank, and offer specialist services for Women, Businesses and for Medical Professionals. You can read more about us on our website at www.tarranandco.co.uk
For more information on the role, please contact us for a chat – 01325 528222, or apply via LinkedIn.
Please note that we can only accept applications from candidates who are based in the UK.
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