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