Paraplanner

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:

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• Preparing detailed and compliant suitability reports and recommendations.
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• Conducting research and analysis across pensions, investments, and protection products.
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• Assisting advisers with technical queries and maintaining accurate client records.
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• Liaising with providers and clients to ensure smooth implementation of advice.
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What We're Looking For

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• Previous experience as a Paraplanner within an IFA or independent firm.
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• Strong technical knowledge of financial planning, including pensions, investments, and tax considerations.
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• Excellent attention to detail and ability to work to deadlines.
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• Diploma in Financial Planning (Level 4) or working towards it.
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What's on Offer

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• Competitive salary (dependent on experience).
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• 25 days holiday + bank holidays.
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• Fully office-based role in a friendly, professional team.
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• Long-term career opportunity with a respected independent firm.
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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.