Paraplanner

Paraplanner

Full-Time, or part time available, Permanent

£45,000 - £50,000 per annum (DOE + benefits)

We're currently working in partnership with a leading financial planning firm based in Tyne and Wear to recruit an experienced Paraplanner to join their thriving team as either Paraplanner or Senior Paraplanner. This is an excellent opportunity for a confident and technically strong paraplanner to take the next step in their career, joining a forward-thinking firm that genuinely values quality advice, collaboration, and professional development.

Paraplanner - What's on offer?

• Competitive salary - top-end available for highly experienced/ chartered professionals/ managers
• Hybrid working, part or full time
• Career progression - with structured development and support
• Free onsite parking
• A supportive and inclusive team culture

Paraplanner - The opportunity and key responsibilities

As a Paraplanner, you will provide technical support to a team of Financial Advisers, while also taking a lead role in mentoring and developing less experienced team members, should you have experience in this in a former role. You'll play a crucial part in shaping high-quality financial planning strategies, producing detailed reports, and contributing to continuous improvements across the team.

This is a fantastic opportunity for an experienced Paraplanner who's looking to step up, lead by example, and work with a progressive, people-focused financial planning business. Tasks will involve:

• Conducting technical research and analysis to support advisers and meet client goals.
• Drafting clear, compliant suitability reports across a broad range of advice areas.
• Assisting in the review and enhancement of internal processes and documentation standards.
• Supporting the leadership team in training, coaching, and developing paraplanners should you have extensive experience and a desire to share best practice.

Paraplanner - Skills and Experience Requirements

• Proven experience within the financial services industry, ideally within an IFA or wealth management environment.
• Strong technical knowledge in pensions and investments, with excellent written and verbal communication skills.
• Holds the Level 4 Diploma in Financial Planning (or equivalent), or working towards chartered.

Paraplanner - To apply or find out more

Please contact Jenny at . com. All applications and enquiries will be handled in strictest confidence.