Job Description
About the Opportunity
We are working in partnership with a respected independent financial planning firm in the North East to recruit a Paraplanner. This is a fantastic opportunity for someone who truly enjoys providing administrative and paraplanning support and is looking to build a long-term career within a supportive and professional environment.
The Role
As a Paraplanner, you will play a key role in supporting the advisers by delivering high-quality technical work and ensuring compliance standards are met. This is a fully office-based position, ideal for individuals who thrive in a collaborative setting.
Key Responsibilities:
- Preparing detailed and compliant suitability reports and recommendations.
- Conducting research and analysis across pensions, investments, and protection products.
- Assisting advisers with technical queries and maintaining accurate client records.
- Liaising with providers and clients to ensure smooth implementation of advice.
What We're Looking For
- Previous experience as a Paraplanner or Administrator within an IFA or independent firm.
- Strong technical knowledge of financial planning, including pensions, investments, and tax considerations.
- Excellent attention to detail and ability to work to deadlines.
- Diploma in Financial Planning (Level 4) or working towards it.
What's on Offer
- Competitive salary (dependent on experience).
- 25 days holiday + bank holidays.
- Fully office-based role in a friendly, professional team.
- Long-term career opportunity with a respected independent firm.
Interested?
If you're an experienced Paraplanner looking for stability and a role you can enjoy for the long term, we'd love to hear from you. Apply today or contact us for a confidential discussion.
