Paraplanner

Location: North East England (Hybrid working available)
Salary: Competitive, dependent on experience
Employment Type: Full-time, Permanent

Our client is a forward-thinking financial planning and wealth management firm undergoing significant growth. With a strong foundation and backing from a reputable investment partner, they are committed to delivering high-quality, holistic financial advice supported by cutting-edge technology. Their mission is to simplify financial planning for clients while empowering advisers with efficient tools and streamlined processes.

This is an exciting opportunity for an experienced Paraplanner to join a collaborative and progressive team. You’ll play a key role in supporting Financial Advisers by preparing high-quality, compliant reports and recommendations, conducting technical research, and ensuring a seamless client journey.

• Collaborate with advisers and internal teams to prepare suitability reports and financial planning documentation.
• Conduct research and analysis to support investment and protection recommendations.
• Ensure all advice complies with FCA regulations and internal compliance standards.
• Perform complex financial calculations (e.g., CGT, annual allowance).
• Use financial planning software and tools to model client scenarios and solutions.
• Liaise with the administration team to ensure accurate and timely processing of client documentation.
• Maintain up-to-date knowledge of industry changes and regulatory developments.
• Contribute to continuous improvement of processes and client service delivery.

• Previous experience in a Paraplanning role within a financial planning or wealth management environment.
• Strong understanding of financial products, tax wrappers, and investment solutions.
• Excellent written and verbal communication skills.
• Confident in producing bespoke advice for complex client scenarios.
• Proficient in Microsoft Office and financial planning tools (experience with Curo or Dynamic Planner is advantageous).
• Ability to manage multiple tasks and deadlines with a high level of accuracy and attention to detail.
• Level 4 Diploma in Financial Planning (or working towards it with support available).

• Highly organised and self-motivated.
• Approachable, collaborative, and a strong team player.
• Committed to professional development and delivering outstanding client outcomes.
• Able to work independently and take initiative in a fast-paced environment.

• A supportive and inclusive team culture.
• Opportunities for career progression and professional development.
• Access to modern systems and tools that enhance efficiency and client service.
• Hybrid working model with flexibility.