Location: Sunderland (Free on-site parking)
Hybrid: 1 day per week working from home
Salary: Up to £37,000 (DOE) + Annual Salary Reviews
Hours:
*Option 1: Monday–Friday, 9:00–17:00
*Option 2:Monday–Thursday, 9:00–17:30 / Friday, 9:00–15:30
About the Role
Our client is seeking an experienced Paraplanner to join their team. This position offers a unique opportunity to work at the core of the organisation, supporting a number of advisers and gaining exposure to all aspects of financial planning. The role provides excellent scope for personal and professional development.
Key Responsibilities
*Deliver high-quality technical support to advisers across the business.
*Prepare suitability reports and ensure compliance with regulatory standards.
*Conduct detailed research and analysis on financial products and solutions.
*Assist with client reviews and maintain accurate records.
*Collaborate with advisers and internal teams to deliver exceptional client outcomes.
Candidate Profile
*Previous experience as a paraplanner (essential).
*Strong understanding of financial planning processes and compliance requirements.
*Excellent attention to detail and organisational skills.
*Ability to manage multiple priorities in a fast-paced environment.
*Candidates who have not yet completed R0 exams will be considered, provided they have relevant experience.
Benefits & Development
*Competitive salary up to £37,000 depending on experience.
*Generous annual salary reviews.
*Exam support:
*£500 per R0 exam completed while employed.
*£1,000 per Chartered exam completed while employed.

*Hybrid working (1 day per week from home).
*Free on-site parking.
This role is ideal for someone looking to broaden their knowledge and progress within a dynamic, growing organisation.