Elvet Recruitment are working with a well-established wealth management firm that is looking to add a Trainee Paraplanner to their office in the County Durham area. Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances. Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions. As the Trainee Paraplanner, you'll play a key role in producing consistently high-quality suitability letters and reports to support the Partner in informing and advising clients on financial strategies, plans, and products. What You’ll Be Doing: * Practice Management * Ensure all relevant processes are completed in a timely and effective manner to support other members of the team. * Work within and stay up to date with template changes and advice notes. * Stay abreast of legislative changes and other regulatory issues taking necessary action as required. * Business Processing * Assimilate and segregate information gathered by the Partner * Liaise with the Partner and Client as appropriate to complete any required information. * Use checklists to ensure quality of documentation is suitable. * Prepare suitability letters and reports in liaison with administrators. * Take responsibility for updating Client files and system records, as required, in respect of suitability letters & reports. * Liaise with Head Office administration centres as appropriate. * Practice Development * Be familiar with all major research systems * Take responsibility for continuous professional development to meet regulatory requirements and personal development needs. * Attend forums and workshops as appropriate. * Team responsibilities * Project a professional image in both appearance and attitude and provide quality support on time to agreed standards. * Maintain a good working relationship with colleagues, clients and third parties What We’re Looking For: * Be working towards or have the desire to gain a diploma/chartered qualification. * Experience in creating and maintaining systems, processes and procedures. * Intermediate/advanced computer skills with knowledge of Microsoft packages. * Able to balance conflicting demands and work to deadlines, ensuring quality is never compromised. * Able to work autonomously and remotely whilst maintaining a team approach. * Able to transpose information accurately. * Able to replay client wants, needs, problems and consequences of no action. * Strong analytical and numeracy skills. * Strong attention to detail. * Able to build strong relationships with others by delivering on promises and dealing with queries effectively and courteously. Role Details: Hours: Monday to Friday Salary: £28,000 Type: 34 hours per week / Permanent Elvet Recruitment Limited is acting as an employment agency for permanent recruitment on behalf of our client. By applying for this role, you accept the T&Cs, Privacy Notice, and Disclaimers which can be found on our website. Please contact Heather Sweetman at Elvet Recruitment for a confidential discussion and further information