Paraplanner

About the Opportunity

We are working in partnership with a respected independent financial planning firm in the North East to recruit an experienced Paraplanner. This is a fantastic opportunity for someone who truly enjoys the paraplanning role and is looking to build a long-term career within a supportive and professional environment.

The Role

As a Paraplanner, you will play a key role in supporting the advisers by delivering high-quality technical work and ensuring compliance standards are met. This is a fully office-based position, ideal for individuals who thrive in a collaborative setting.

Key Responsibilities:

• Preparing detailed and compliant suitability reports and recommendations.
• Conducting research and analysis across pensions, investments, and protection products.
• Assisting advisers with technical queries and maintaining accurate client records.
• Liaising with providers and clients to ensure smooth implementation of advice.

What We're Looking For

• Previous experience as a Paraplanner within an IFA or independent firm.
• Strong technical knowledge of financial planning, including pensions, investments, and tax considerations.
• Excellent attention to detail and ability to work to deadlines.
• Diploma in Financial Planning (Level 4) or working towards it.

What's on Offer

• Competitive salary (dependent on experience).
• 25 days holiday + bank holidays.
• Fully office-based role in a friendly, professional team.
• Long-term career opportunity with a respected independent firm.

Interested?

If you're an experienced Paraplanner looking for stability and a role you can enjoy for the long term, we'd love to hear from you. Apply today or contact us for a confidential discussion.