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.