Junior Paraplanner – Sunderland (Hybrid)
Salary: £30,000–£36,000 Hybrid Working: 2 days per week in the Sunderland office, remaining days from home Firm Type: Modern, growing, client-centric financial planning firm
Why this role is worth a move
This is a brilliant opportunity for a Junior Paraplanner or experienced IFA Administrator who’s already got some technical exposure and wants to deepen their skills in a firm that genuinely values paraplanning.
You’ll be joining a supportive, modern wealth management firm with a strong reputation in the region, where paraplanners are seen as true partners in the advice process not just report writers. You’ll work closely with advisers, have a voice in client outcomes, and be given the structure, support and time to grow.
What you’ll be doing
You’ll sit at the heart of the advice process, supporting advisers and senior paraplanners across a broad range of cases. Typical responsibilities include:
* Research & analysis on pensions, investments, protection and tax-efficient strategies
* Assisting with and gradually taking ownership of suitability report drafting
* Preparing cashflow modelling inputs and helping interpret outputs for client recommendations
* Gathering and analysing information from providers and platforms
* Preparing client review packs, summaries and meeting notes
* Ensuring all advice and documentation is compliant and accurately recorded
* Supporting advisers before and after client meetings with key information and follow-up actions
* Contributing ideas to improve processes, templates and client experience
You’ll start with strong support and gradually take on more complex work as your confidence and technical knowledge grow.
Development, exams & progression
This firm is serious about developing paraplanners and offers:
* Full exam funding towards the Level 4 Diploma (and beyond if you wish)
* Paid study leave and access to study materials
* Regular 1:1 time with Senior/Chartered Paraplanners
* Exposure to more complex planning areas as you progress (IHT, trusts, business owners, HNW)
* A clear pathway from Junior Paraplanner Paraplanner Senior Paraplanner
* Opportunities to get involved in cashflow modelling, technical projects and process improvement
If you’re ambitious and want to become a highly skilled, respected paraplanner, this is the kind of environment that will get you there.
What they’re looking for
* Experience in a paraplanning or IFA admin role within wealth management/financial planning
* Some exposure to suitability reports, research or technical admin
* A genuine interest in pensions, investments and financial planning
* Strong attention to detail and pride in producing high-quality work
* Comfortable using platforms, provider systems and back-office/CRM software
* Someone proactive, curious and keen to learn—not just “do the minimum”
If you’ve started your Diploma or completed some R0 exams, that’s a strong advantage, but not essential if your experience is solid.
What you’ll get in return
* £30,000–£36,000 depending on experience and exams
* Hybrid working with 2 days in the Sunderland office
* 25 days holiday + bank holidays
* Exam funding, study support and clear progression
* Modern, friendly office with a collaborative team culture
* Regular training, CPD and technical development
* A firm that genuinely values paraplanners and invests in their careers