Paraplanner

BMC Recruitment Group Ltd; North East; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A well-established financial planning firm in Durham is seeking a Paraplanner to support their team of advisers. This role involves preparing suitability reports, conducting product research, and collaborating closely with advisers, making it essential for delivering quality financial advice. Suitable for candidates with varying levels of experience, the position offers a competitive salary, hybrid working flexibility, and opportunities for professional development and progression.

Benefits

Competitive salary based on experience

Hybrid working model

25 days holiday plus bank holidays

Clear progression path

Collaborative, supportive team culture

Qualifications

• Experience as a financial administrator or paraplanner in a financial planning firm.
• Strong technical knowledge of financial planning solutions.
• Excellent communication and report writing skills.

Responsibilities

• Prepare detailed and compliant suitability reports and recommendations.
• Conduct research and analysis on various financial products.
• Collaborate with Financial Advisers and Administrators to support the advice process.

Skills

Financial Planning Knowledge

Report Writing

Communication

Education

Diploma in Financial Planning

Job description

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