At a Glance
- Tasks: Provide high-quality technical support and mentor junior paraplanners in a dynamic environment.
- Company: Dodd Wealthcare, an independent and chartered-supported financial planning firm in Cumbria.
- Benefits: Competitive salary, overtime pay, genuine flexi-time, and hybrid working options.
- Other info: Opportunity for career growth and a supportive team culture.
- Why this job: Join a fiercely independent firm and make a real impact in financial planning.
- Qualifications: 4+ years of paraplanning experience and a Level 4 Diploma or higher.
The predicted salary is between 40000 - 50000 £ per year.
Dodd Wealthcare is the financial-planning arm of Dodd & Co Accountants, a proudly Cumbrian firm. We are directly authorised by the FCA, offering whole-of-market independent advice with no provider tie‑ins. We’ve grown organically, without merger or acquisition, and we are fiercely independent.
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.
Paraplanner in London employer: Dodd Wealthcare
Dodd Wealthcare is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and development. With a commitment to independence and quality, we provide competitive salaries, flexible working arrangements, and opportunities for professional advancement in the picturesque setting of Cumbria. Join us to make a meaningful impact while enjoying a balanced work-life experience.
