Paraplanner

We're working with a well-established financial planning firm in Durham seeking a Paraplanner to support their team of advisers in delivering high-quality, client-focused financial advice. The role is best suited to someone with experience in the sector, however all levels of experience will be considered.
What You'll Do:

• Prepare detailed and compliant suitability reports and recommendations
• Conduct research and analysis on a wide range of financial products
• Collaborate closely with Financial Advisers and Administrators
• Support the advice process from initial fact-find through to implementation

What We re Looking For:

• Experience working as a financial administrator or paraplanner in a financial planning or wealth management firm
• Diploma in Financial Planning (or working towards it)
• Strong technical knowledge and understanding of financial planning solutions
• Excellent communication and report writing skills

What You ll Get:

• Competitive salary based on experience
• Hybrid working model flexibility to work from home and the Durham office
• 25 days holiday plus bank holidays
• Clear progression path with support for further qualifications and development
• Collaborative, supportive team culture with regular events