Paraplanner
Job in
Chester le Street, Chester-le-Street, Durham County, DH2 1AB, England, UK
Listed on 2026-08-21
Listing for:
Eden Rose
Part Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Paraplanner – £30,000–£35,000 | Hybrid | Chester le Street
Looking for a role where your technical skills actually make an impact? This growing wealth management firm is investing heavily in smarter, AI driven processes and they’re now looking for a Paraplanner with 1–2 years’ experience to join their team during an exciting period of change.
If you’re early in your paraplanning journey and want real responsibility, flexibility, and progression, this is the perfect next step.
What You’ll Be Doing- Critical yield calculations
- Writing suitability letters
- Processing pension transfers
- Using an AI powered workflow platform to manage pension transfer and technical tasks
- Providing technical support to advisers across a busy, collaborative practice
- 1–2 years’ paraplanning experience
- Confident with technical calculations and suitability writing
- Strong attention to detail and a proactive, organised approach
- Someone who enjoys working both independently and within a supportive team
- 1–3 days per week in the office (flexible once trained)
- Supportive onboarding
- ...
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×