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
Apply today

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