Paraplanner

About the Opportunity We are working in partnership with a respected independent financial planning firm in the North East to recruit an experienced Paraplanner. This is a fantastic opportunity for someone who truly enjoys the paraplanning role and is looking to build a long-term career within a supportive and professional environment. The Role As a Paraplanner, you will play a key role in supporting the advisers by delivering high-quality technical work and ensuring compliance standards are met. This is a fully office-based position, ideal for individuals who thrive in a collaborative setting. Key Responsibilities: • Preparing detailed and compliant suitability reports and recommendations. • Conducting research and analysis across pensions, investments, and protection products. • Assisting advisers with technical queries and maintaining accurate client records. • Liaising with providers and clients to ensure smooth implementation of advice. What We're Looking For • Previous experience as a Paraplanner within an IFA or independent firm. • Strong technical knowledge of financial planning, including pensions, investments, and tax considerations. • Excellent attention to detail and ability to work to deadlines. • Diploma in Financial Planning (Level 4) or working towards it. What's on Offer • Competitive salary (dependent on experience). • 25 days holiday + bank holidays. • Fully office-based role in a friendly, professional team. • Long-term career opportunity with a respected independent firm. Interested? If you’re an experienced Paraplanner looking for stability and a role you can enjoy for the long term, we’d love to hear from you. Apply today or contact us for a confidential discussion.