At a Glance
- Tasks: Provide high-quality technical support and mentor junior paraplanners in a dynamic financial planning environment.
- Company: Dodd Wealthcare, an independent and growing financial-planning firm in Cumbria.
- Benefits: Competitive salary, flexi-time, hybrid working, 30+ days holiday, and professional development support.
- Other info: Enjoy a close-knit culture with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in the world of financial planning.
- Qualifications: 4+ years paraplanning experience and Level 4 Diploma; Chartered status interest is a plus.
The predicted salary is between 35000 - 45000 £ per year.
Dodd Wealthcare is the financial-planning arm of Dodd & Co Accountants, a proudly Cumbrian firm. We are directly authorised by the FCA (FRN 921450), offering whole-of-market independent advice with no provider tie-ins. We’re growing our paraplanning team and looking for an experienced Senior/Paraplanner to provide high-quality technical support to our financial planners, and to help mentor and develop the junior paraplanners coming up behind you. This is a role for someone who can handle complex casework with minimal supervision and hit the ground running.
What you'll do:
- Prepare suitability and review reports, cashflow analysis and product/provider research across pensions, investments, trusts and protection.
- Handle pension switches (excluding DB), investment switches and trust-based investment work.
- Maintain accurate, compliant client records on iO (Intelligent Office) to FCA, GDPR and Consumer Duty standards.
- Support and mentor junior paraplanners and the client-services team.
Who we're looking for:
- 4+ years' paraplanning experience, ideally having progressed from an administrator role within a wealth firm.
- Level 4 Diploma (minimum), committed to CPD; working towards, or interested in, Chartered status.
- Exposure to pension switches (non-DB), investment switches and trust-based investments.
- Confident with iO, CashCalc, FE Analytics or close, transferable equivalents (e.g. Voyant).
- A team player who thrives in a close-knit firm where quality is everything.
- Commutable to Carlisle or Penrith (Cumbria, Kendal, North Lancashire or the Scottish Borders), or open to relocating.
What you'll get:
- A competitive salary, reviewed against your experience and qualifications.
- Overtime paid at time-and-a-half on chargeable hours.
- Genuine flexi-time: core hours are just 10 to 12 and 2 to 4, within a 7am to 7pm window.
- Hybrid working: up to 3 days from home once established, after an initial office-based training period.
- 30 days' holiday plus bank holidays, buildable toward around 38 days via the flexi scheme.
- 5% employer pension, health & wellbeing plan, enhanced parental leave, paid professional subscription.
- Funded CII/CISI exams, study support and a clear path to Chartered.
How to apply:
Apply via this post, or for a confidential conversation contact our recruitment partner Mark Penswick at Antony George Recruitment: mark.penswick@antonygeorge.com. Initial conversations are informal and exploratory.
Paraplanner in Carlisle employer: Dodd Wealthcare
Dodd Wealthcare is an exceptional employer that prioritises employee development and work-life balance, offering a hybrid working model that allows for flexibility after an initial settling-in period. With funded professional exams and a clear career progression path, employees are empowered to grow their expertise in financial planning while enjoying a supportive and collaborative work culture in the vibrant city of Carlisle.
