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:

Preparing detailed and compliant suitability reports and recommendations. Conducting research and analysis across pensions, investments, and protection products. Assisting advisers with technical queries and maintaining accurate client records. Liaising with providers and clients to ensure smooth implementation of advice. What We're Looking For Previous experience as a Paraplanner within an IFA or independent firm. Strong technical knowledge of financial planning, including pensions, investments, and tax considerations.

Excellent attention to detail and ability to work to deadlines. Diploma in Financial Planning (Level
4) or working towards it. What's on Offer Competitive salary (dependent on experience). 25 days holiday  bank holidays. Fully office-based role in a friendly, professional team. Long-term career opportunity with a respected independent firm. 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.