Minerva Business Park Peterborough, PE2 6QR
enquiries@tuto.org.uk Email us at any time
01733 235221 Mon-Thurs 9am to 7pm, Friday 9am to 3pm
Aged 55 or Over?
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Minerva Business Park Peterborough, PE2 6QR
enquiries@tuto.org.uk Email us at any time
01733 235221 Mon-Thurs 9am to 7pm, Friday 9am to 3pm
Aged 55 or Over?
toggle menu

Looking for a career with Tuto?

Our Latest Vacancies

Why Work For Us?

Company Pension Plan

We offer a great pension plan for all staff.

Paid Holidays

20 Days holiday plus all bank holidays.

Free Tea & Coffee

We have kitchen facilities (including microwave) and Tea, Coffee, Milk and Sugar is all provided free of charge.

We Are Looking For:

Paraplanner

Job Title: Paraplanner

Reports to: Head of Paraplanning

Based at: Tuto Associates, Camrascan House

Job Purpose: To work in tandem with Advisers to deliver the best advice for clients within a compliant, profitable business.

Responsibilities & Accountabilities:

• Collating information from existing pension/investment portfolios
• Research market for advisers on a case by case basis to determine and deliver the most appropriate solutions and providers
• Construct Suitability Reports for advisers
• Create cash flow (retirement income) reports for advisers
• Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
• Provide all support material for client recommendation including illustrations
• Provide technical support to the adviser
• Liaise effectively with clients, product providers, associations and other departments
• All the above in a compliant manner as set down by the Company and the Regulator’s procedures
• Undertaking any other reasonable duties as requested
• Prioritising personal workload
• Preparation of annual client reviews
• Maintaining compliant client files

Personal Profile:

• Friendly, personable, with the ability to adapt
• Analytical with a good attention to detail
• Fair computer skills required, including basic word and excel knowledge
• Good use of English, including writing skills. Must have good maths abilities.
• Minimum Level 3 Paraplanning qualification, ideally wanting or working towards Level 4 (Diploma).

Contact Us

Call us on: 01733 235221

Monday - Thursday: 9am to 7pm
Friday 9am to 3pm

Request a Call Back
Our Email

Drop us a line anytime at
enquiries@tuto.org.uk,
and we’ll get back soon.

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Our Address

Camrascan House,
Minerva Business Park,
Peterborough, PE2 6QR

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Aged 55 or Over?