Tarran & Co Financial Planning Ltd is seeking an experienced Paraplanner to join our team. This role goes beyond routine report writing, offering genuine involvement in the advice process and bespoke, client-focused solutions.
You’ll be responsible for researching and compiling comprehensive client reports, supporting advisers, and using tools such as Intelliflo, Defaqto, FE Analytics, Iress, Cashcalc, and MS Office.
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Senior Paraplanner: Bespoke Research & Holistic Advice employer: Tarran & Co Financial Planning Ltd
At Tarran & Co Financial Planning, we pride ourselves on being an exceptional employer that values the expertise and growth of our team members. Located in Darlington, we foster a collaborative work culture where Paraplanners can thrive through bespoke client interactions and continuous professional development. With flexible working options and a commitment to holistic financial advice, we offer a rewarding environment for those passionate about making a difference in clients' lives.
Contact Details:
Tarran & Co Financial Planning Ltd Recruitment Team
