Financial Administrator

Darlington £17,000 Full time - Permanent

We are looking for a dynamic technical researcher to join our growing team in Darlington. Some experience in a similar role would be required, although not necessarily in a paraplanning environment, we’re on the hunt for someone with a keen attitude to learn the specialist skills required to succeed in this role.

Vital Stats

  • Location: Darlington
  • Company: Para-Sols
  • Salary: £17,000
  • Basis: Full time - Permanent

About the Role

The technical researcher will have some experience in a similar role, although not necessarily in a paraplanning environment, and will be keen to specialise in the skills needed to undertake this role.

About You

Qualification Requirements

  • GCSEs in maths and English
  • 1 year experience in an administrative role (any financial services experience would be preferred)

Technical Expectations

  • Be able to accurately and efficiently compile data gathering on a range of plan and policy types.
  • Hit the set number of DG cases targeted by the Head of Technical Research.
  • Strong computer skills, confident with Microsoft Office, and able to learn new software easily.
  • Confidently deal with providers and advisers, via a range of communication methods.
  • Thoroughly and consistently update Rise and case notes.
  • Be able to work both as part of a hub of paraplanners, and more generally in the Technical research

hub, supporting a range of firms.

Requirements of the role

  • Extremely high attention to detail, with a clear focus on accuracy at all stages and in all tasks.
  • Confident manner, able to clearly and effectively communicate, via telephone, email and our project

management system.

  • Be a team player and help promote a positive working atmosphere.
  • Ability to stay focused under pressure, manage workload, and juggle various tasks and cases.
  • Very good numeracy and writing skills.
  • Show a passion for technical research, supporting the paraplanners, and helping grow Para-Sols, and protect the brand we have built.

Future Progression

The next role available is that of a Senior Technical Researcher, for which you should be increasing both the depth of your experience and considering taking an exam, to develop your technical knowledge and industry awareness.

About Us

Para-Sols is an outsourced Paraplanning company which carry out research, analysis and report writing on behalf of a large number of Financial Advisers. We are a young and fun team who are part of a modern and ambitious company. The company is constantly growing and we want to find a motivated person who will fit in with our thriving business and embrace our passion for change and driving the business forward!

We approach financial services with a fun and positive outlook, and offer a range of benefits to permanent employees to ensure our staff feel welcome. We reward loyalty and offer enhanced benefits to those, but as standard these include…

Hard benefits
  • 26 days holiday (including days off at Christmas) PLUS bank holidays AND your birthday off (if it falls on a weekday)
  • Competitive personalised salary structure to reflect your own effort and contribution
  • Death in Service cover
  • Personal learning and development budget (for exams, training, anything to help you excel!)
  • Company Pension Scheme
Soft benefits
  • Open-plan ‘living office’ environment – including rocking (or sometimes dubious) playlists, our own pub, breakout lounge and breakfast club
  • Casual dress code
  • Health & Wellbeing programme, including hoodie, drinks bottle and fitness tracker
  • Unlimited snacks and refreshments
  • 2 official annual company parties, plus adhoc team nights out.
  • Office dogs – we’re not a place for people scared of dogs!
  • Did we mention we have our own pub? IN the office?!

How to Apply

Quite simply, get in touch. It’s as easy as that (the button to do so is below).

A little insider tip for you… Applications and/or CV’s without cover letters get immediate red pen treatment. As wonderful and extensive as your CV may be, what we really want to know is why you’re ‘the one’ for us – so don’t be shy, cut to the chase and sell yourself like you’ve never sold yourself before – it will go in your favour! Lastly, you have permission to be as creative as you wish, so break the mould and make yourself stand out. That’s what makes us smile.

Apply Now

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