Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development.
As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice.
Key responsibilities include:
- Producing detailed suitability reports and recommendation letters
- Gathering and analysing client information
- Researching financial products and solutions
- Obtaining information from pension providers and third parties
- Supporting Financial Advisers throughout the advice process
- Maintaining accurate client records and documentation
- Keeping up to date with regulatory and legislative changes
- Working closely with administrators and other team members to deliver an exceptional client experience
About You
- Previous experience as a Paraplanner within an IFA or Wealth Management environment
- Experience writing suitability reports
- A strong understanding of financial planning products and advice processes
- DipPFS qualification (or working towards it) is desirable
- Excellent analytical and numerical skills
- Exceptional attention to detail
- Strong organisational skills and the ability to manage multiple priorities
- Experience working within a regulated financial services environment
- Proficiency in Microsoft Office, with experience using financial planning software being advantageous
What's on Offer
- Competitive salary of £30,000 - £35,000, depending on experience
- Support with professional qualifications and continued development
- Hybrid working after initial training
- Opportunities for long-term career progression
If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.
Paraplanner in Chester-le-Street employer: BMC Appointments Ltd
Join a dynamic and ambitious engineering business in Hebburn, South Tyneside, where you will play a pivotal role in shaping the future of the Distribution division. As a leading provider of electrical engineering solutions, the company offers a collaborative work culture that prioritises employee growth and development, alongside competitive benefits and a commitment to industry-leading safety and quality standards. This is an exciting opportunity to lead high-performing teams and directly contribute to the success of a forward-thinking organisation during a period of significant growth.
