Wealth Planning Assistant – Darlington (Hybrid)Salary: £25,000–£30,000 Hybrid Working: 3 days per week in the Darlington office Firm Type: Established, supportive financial planning firm with strong development pathways
A brilliant opportunity for someone who wants to grow in wealth managementThis is an excellent role for someone with experience in financial services administration who wants to take the next step in their career. You’ll join a friendly, well-structured financial planning firm in Darlington that genuinely invests in its people and offers a clear pathway into paraplanning.
If you enjoy being organised, supporting advisers and learning more about pensions, investments and financial planning, this role will give you the exposure and development you’re looking for.
What you’ll be doingYou’ll play a key role in supporting advisers and paraplanners, ensuring clients receive a smooth, professional service. Your responsibilities will include:
*Preparing valuations, review packs and client meeting documentation
*Processing and tracking Letters of Authority, ensuring provider information is received promptly
*Updating CRM systems and maintaining accurate client records
*Supporting advisers with client meeting prep, follow-up actions and workflow management
*Liaising with providers to obtain policy details, statements and updates
*Handling general client servicing queries with professionalism and warmth
*Assisting paraplanners with data gathering and research for suitability reports
*Ensuring all documentation meets FCA and internal compliance standards
*Helping improve processes, templates and client experience as the team grows
You’ll be trusted to take ownership of your workload and become a key part of the client journey.
Development & progressionThis firm is serious about developing talent and offers:
*Full exam support (RO exams funded, study materials, paid study leave)
*A structured pathway into Trainee Paraplanner Paraplanner roles
*Regular 1-to-1s, mentoring and technical training
*Exposure to cashflow modelling, research and suitability report preparation
*Opportunities to attend client meetings as your confidence grows
If your long-term goal is to become a paraplanner, this firm will help you get there.
What they’re looking for*Experience in financial services administration (ideally IFA/wealth management)
*Strong organisational skills and excellent attention to detail
*Confident communicator who enjoys supporting advisers and clients
*Familiarity with provider platforms and CRM systems (IO, Xplan or similar)
*A proactive, positive attitude and willingness to learn
*Someone who wants long-term progression within financial planning
This role suits someone who is ambitious, organised and ready to grow.
What you’ll get in return*£25,000–£30,000 depending on experience
*Hybrid working (3 office / 2 home)
*25 days holiday + bank holidays
*Full exam funding and structured development
*Supportive, friendly team with strong technical expertise
*Modern office environment with a collaborative culture
*Clear progression into paraplanning and beyond