Location: Sunderland (Free on-site parking)
Hybrid: 1 day per week working from home
Salary: Up to £37,000 (DOE) + Annual Salary Reviews
Hours:
Option 1: Monday-Friday, 9:00-17:00
Option 2: Monday-Thursday, 9:00-17:30 / Friday, 9:00-15:30About the Role
Our client is seeking an experienced Paraplanner to join their team. This position offers a unique opportunity to work at the core of the organisation, supporting a number of advisers and gaining exposure to all aspects of financial planning. The role provides excellent scope for personal and professional development.
Key Responsibilities
Deliver high-quality technical support to advisers across the business.
Prepare suitability reports and ensure compliance with regulatory standards.
Conduct detailed research and analysis on financial products and solutions.
Assist with client reviews and maintain accurate records.
Collaborate with advisers and internal teams to deliver exceptional client outcomes.Candidate Profile
Previous experience as a paraplanner (essential).
Strong understanding of financial planning processes and compliance requirements.
Excellent attention to detail and organisational skills.
Ability to manage multiple priorities in a fast-paced environment.
Candidates who have not yet completed R0 exams will be considered, provided they have relevant experience.Benefits & Development
Competitive salary up to £37,000 depending on experience.
Generous annual salary reviews.
Exam support:
£500 per R0 exam completed while employed.
£1,000 per Chartered exam completed while employed.
Hybrid working (1 day per week from home).
Free on-site parking.This role is ideal for someone looking to broaden their knowledge and progress within a dynamic, growing organisation