More jobs:
Associate Paraplanner
Job in
Gateshead, Tyne and Wear, DH98, England, UK
Listed on 2026-07-19
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Compliance, Financial Analyst, Financial Services
Job Description & How to Apply Below
Responsibilities
- Undertaking technical research to support suitability reports and recommendations
- Producing basic report writing and documentation to a high standard
- Liaising with Advisers and Client Support staff to ensure all information and requirements are complete
- Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly
- Supporting the paraplanning team with case preparation and workflow management
- Maintaining a strong understanding of regulatory requirements and internal processes
- A minimum of 2 years’ experience within the financial services profession.
- Working towards Regulated Diploma in Financial Planning or QCF Level 4 Equivalent
- Experience gained with Intelligent Office would be an advantage
- Experience with in Financial Services administration or a similar environment.
- Experience of working with IT systems that support this service.
Position Requirements
10+ Years
work experience
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