Paraplanner

Durham

up to £30,000

Permanent

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

Kristen Merrington

Mobile: 07498331381

Email: kristen.merrington@bmcrecruitmentgroup.com

Apply today

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