Are you an experienced Paraplanner looking for your next job where you can work closely with advisers, develop your technical skills and play a key part in delivering high quality financial planning advice. This is a great opportunity to join a respected wealth management firm in Darlington that offers strong professional development, varied work and excellent long term progression opportunities within paraplanning.
In this role, you will support the advice team by producing accurate and compliant suitability reports, carrying out research and contributing to the preparation of financial planning recommendations. You will be involved in tax, IHT and cashflow considerations, helping ensure each case is technically robust and tailored to client needs. As the team continues to grow, there will be opportunities to become more involved in technical work, process improvements and broader project activity.
Paraplanner Duties
• Prepare suitability reports and financial planning documentation
• Conduct product and provider research
• Support advisers with tax calculations, IHT planning and cashflow modelling
• Check data accuracy and ensure all cases meet compliance requirements
• Assist with improving templates, processes and planning workflows
Paraplanner Requirements
• You should have Paraplanning experience within a regulated financial planning or wealth management firm
• You should have Level 4 Diploma qualified or close to achieving
• You should have a strong understanding of report writing and financial planning processes
• Desirable Experience with cashflow modelling systems
• Desirable Progress towards Chartered status
The Company
A well established financial planning firm offering a supportive, close knit environment with a strong focus on delivering high quality advice and helping staff progress their qualifications.
Paraplanner Benefits
• Salary range £30,000 to £45,000 depending on experience
• Discretionary bonus
• Support for further qualifications, including up to Chartered level
• Office based in Darlington with some hybrid flexibility
Location
Applicants should live within a reasonable commuting distance of Darlington.
If you are an enthusiastic Paraplanner looking for a long term role with development opportunities, we encourage you to apply today.
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