A fantastic opportunity has arisen for Paraplanners at all levels to join a highly regarded and growing firm of financial planners based on the outskirts of Sunderland.
Whether you are an aspiring Trainee Paraplanner looking for your first step into a technical role or an experienced Senior Paraplanner seeking greater responsibility and progression, this business can offer an excellent long term career path for you into a variety of areas.
This respected firm provides holistic financial planning advice across pensions, retirement planning, investments, estate planning and protection. You will be joining a collaborative and supportive team environment where development, mentoring and progression are genuinely encouraged.
Paraplanner Opportunities - What’s on Offer:
- Competitive salary depending on experience and level of qualification, from Trainee through to Senior Paraplanner/Paraplanning Manager
- Full study support and funding towards professional qualifications to Chartered.
- Clear progression pathways with ongoing mentoring and development into technical, management or financial advisory roles.
- Hybrid working options available.
- A friendly and professional team culture where your contribution is valued.
- Stunning offices with plentiful free parking.
Paraplanner Responsibilities:
- Depending on your level of experience, responsibilities will include:
- Supporting Financial Advisers with research and preparation for client meetings.
- Conducting product and provider research across pensions, investments and protection.
- Preparing suitability reports and financial planning documentation.
- Assisting with cashflow modelling and financial planning analysis.
- Handling technical queries from advisers and clients.
- Ensuring work is completed in line with FCA and compliance standards.
- Liaising closely with Administrators, Paraplanners and Advisers to deliver excellent client outcomes.
- Senior level candidates may also be called upon to mentor junior team members, monitor work flow and support technical development within the team.
Paraplanner Requirements:
- Experience within financial planning, either in administration, technical support or paraplanning.
- Strong communication skills with a professional and client focused approach.
- Organised and proactive with strong attention to detail.
- An interest in financial planning and a desire to continue developing technical knowledge.
- Diploma qualified or working towards qualifications desirable, although full support will be provided to get to chartered.
- Senior candidates should possess strong technical knowledge across pensions and investments with experience producing high quality suitability reports.
