Job Description

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.
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry

Finance & Insurance

Company Size

11-50 employees

Headquarters

Calne, GB

Year Founded

2007

Website

premierjobsuk.com

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