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Paraplanner

£28,000 - £30,000 a year
Posted: 14h ago
Offer description

We're working with a well-established financial planning firm in Durham seeking a Paraplanner to support their team of advisers in delivering high-quality, client-focused financial advice. The role is best suited to someone with experience in the sector, however all levels of experience will be considered. What You'll Do: Prepare detailed and compliant suitability reports and recommendations Conduct research and analysis on a wide range of financial products Collaborate closely with Financial Advisers and Administrators Support the advice process from initial fact-find through to implementation What We’re Looking For: Experience working as a financial administrator or paraplanner in a financial planning or wealth management firm Diploma in Financial Planning (or working towards it) Strong technical knowledge and understanding of financial planning solutions Excellent communication and report writing skills What You’ll Get: Competitive salary based on experience Hybrid working model – flexibility to work from home and the Durham office 25 days holiday plus bank holidays Clear progression path with support for further qualifications and development Collaborative, supportive team culture with regular events

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