Job description
We're on the lookout for experienced Paraplanners to join one of our prominent national financial planning partners based in Sunderland. If you're passionate about delivering high-quality financial planning support and ready to grow within a forward-thinking and inclusive firm, this could be the perfect next step in your career.
Whether your goal is to lead a team or become a Financial Planner, this firm will support your ambitions - offering full financial backing for further qualifications, clear development pathways, and a culture that genuinely values growth and contribution.
What's in it for you?
1. 30 days holiday + bank holidays
2. Birthday off + option to buy more leave
3. Enhanced pension scheme
4. Enhanced maternity, paternity & adoption policies
5. Death in Service (DIS)
6. Employee Assistance Programme
7. Financial support for qualifications & study
8. Clear and structured career progression
Key responsibilities:
9. Review client information to build a complete picture of their personal and financial situation
10. Evaluate 'Know Your Client' data to identify any gaps or risks that may affect advice suitability
11. Collaborate with advisers and internal teams to ensure smooth processes and good client outcomes
12. Assess and analyse clients' existing arrangements for ongoing suitability
13. Conduct thorough research using a range of software, tools, and provider platforms
14. Use cash-flow modelling and cost comparison tools effectively and appropriately
15. Generate accurate quotes and prepare comprehensive client-facing documentation, including suitability reports and review letters
16. Maintain complete and compliant client files, ensuring clear audit trails throughout
17. Stay up-to-date with industry trends, products, and regulations
18. Adhere to internal and regulatory procedures at all times
19. Mentor and support junior team members through feedback and peer review
This is an exceptional opportunity for someone looking to join a business that genuinely invests in its people and promotes from within.