Paraplanner

Company : Bmc Recruitment Group

Job Type : Full Time

Lambton Park, County Durham

Number of Applicants

000+

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Job Description - Paraplanner

We're working with a well-established financial planning firm in Durham seeking a Paraplanner to support their team of advisers in delivering high-quality, client-focused financial advice. The role is best suited to someone with experience in the sector, however all levels of experience will be considered.
What You'll Do:

Prepare detailed and compliant suitability reports and recommendations
Conduct research and analysis on a wide range of financial products
Collaborate closely with Financial Advisers and Administrators
Support the advice process from initial fact-find through to implementation

What We’re Looking For:

Experience working as a financial administrator or paraplanner in a financial planning or wealth management firm
Diploma in Financial Planning (or working towards it)
Strong technical knowledge and understanding of financial planning solutions
Excellent communication and report writing skills

What You’ll Get:

Competitive salary based on experience
Hybrid working model – flexibility to work from home and the Durham office
25 days holiday plus bank holidays
Clear progression path with support for further qualifications and development
Collaborative, supportive team culture with regular events

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Paraplanner

Job Description - Paraplanner

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