Durham (Office-Based)
Are you an experienced paraplanner or financial services professional looking for your next career move? This is a fantastic opportunity to step into a role where your technical knowledge, client focus, and attention to detail will genuinely make an impact.
You’ll be joining a growing, forward-thinking financial planning firm that prides itself on delivering exceptional client outcomes. With evolving processes, a supportive environment, and a strong commitment to continuous professional development, this role offers both stability and progression for the right person.
Why This Role Will Appeal to You
*You’ll work closely with advisers and administrators, supporting complex pension and investment work.
*You’ll be part of a business that values accuracy, professionalism, and high-quality client service.
*You’ll build deeper technical expertise through hands-on involvement in valuations, drawdown, fund switches, and suitability preparation.
*You’ll enjoy a collaborative culture that encourages your growth and invests in your long-term development.
What You’ll Be Doing
*Processing and checking new business applications across pensions and investments.
*Managing applications and liaising with providers through to completion.
*Supporting client retirement journeys, including drawdown and benefit payments.
*Producing client valuations, review packs, and preparing paperwork for recommendations.
*Obtaining product illustrations and pre-completing application forms.
*Monitoring and updating the internal back-office system.
*Handling letters of authority, chasing information, and maintaining accurate records.
*Responding to client queries with professionalism and clarity.
*Preparing information for suitability reports and assisting advisers with case progress.
*Ensuring all work meets compliance and legislative standards.
What We’re Looking For
*Experience within financial planning, paraplanning support, or wealth management administration.
*Strong understanding of pensions, investments, and the end-to-end advice process.
*Highly organised, excellent attention to detail, and comfortable working under pressure when needed.
*Confident communicator who can handle client contact professionally.
*A proactive, positive team player with a desire to continually develop.
The Offer
*Salary: £25,000 – £35,000 (dependent on experience & qualifications).
*Monday–Friday, 9am–5pm.
*28 days holiday, including Christmas office closure, plus bank holidays.
*Full training and ongoing professional development.
*A stable, supportive team environment with clear opportunities to grow.
If you’re looking for a role that blends technical challenge with meaningful client impact—and you want to join a business that truly supports your career—this is an opportunity not to miss.
Interested?

Send me a message or your CV, and I’ll be in touch for a confidential chat.