At a Glance
- Tasks: Prepare suitability reports, cashflow analysis, and mentor junior paraplanners.
- Company: Dodd Wealthcare is the financial-planning arm of Dodd & Co Accountants, established in 1981.
- Benefits: Enjoy a competitive salary, 30 days holiday, and hybrid working options.
- Other info: Commutable to Carlisle or Penrith, with opportunities for relocation.
- Why this job: Join a fiercely independent firm focused on quality and professional development.
- Qualifications: 4+ years’ paraplanning experience and Level 4 Diploma required.
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 (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.
Paraplanner employer: Dodd Wealthcare
Dodd Wealthcare offers a supportive environment with a focus on professional growth, including funded CII/CISI exams. Located in Cumbria, they provide genuine flexi-time and a health & wellbeing plan. The team values independence and quality in financial planning.
