Paraplanner

BMC Recruitment Group Ltd; North East; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid work after training

Professional qualifications support

Career progression opportunities

Job summary

BMC Recruitment Group Ltd is working with a financial advisory client seeking a motivated Paraplanner to support advisers in delivering tailored financial planning solutions.

You will prepare suitability reports, conduct research and ensure compliant, high-quality advice. The role offers hybrid working after training and clear career progression, with a salary of £30,000–£35,000 depending on experience.

Qualifications

• Experience as Paraplanner in IFA or Wealth Management
• Ability to write suitability reports
• Strong understanding of financial planning products and advice processes

Responsibilities

• Produce detailed suitability reports and recommendation letters
• Gather and analyze client information
• Research financial products and solutions
• Obtain information from pension providers and third parties
• Support Financial Advisers throughout the advice process
• Maintain accurate client records and documentation
• Keep up to date with regulatory changes
• Collaborate with administrators to deliver a great client experience

Skills

Paraplanner experience

Analytical skills

Attention to detail

Organisational skills

Education

DipPFS qualification

Tools

Microsoft Office

Financial planning software

Job description

Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development.

As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice.

Key responsibilities

• Producing detailed suitability reports and recommendation letters
• Gathering and analysing client information
• Researching financial products and solutions
• Obtaining information from pension providers and third parties
• Supporting Financial Advisers throughout the advice process
• Maintaining accurate client records and documentation
• Keeping up to date with regulatory and legislative changes
• Working closely with administrators and other team members to deliver an exceptional client experience

About You

• Previous experience as a Paraplanner within an IFA or Wealth Management environment
• Experience writing suitability reports
• A strong understanding of financial planning products and advice processes
• DipPFS qualification (or working towards it) is desirable
• Excellent analytical and numerical skills
• Exceptional attention to detail
• Strong organisational skills and the ability to manage multiple priorities
• Experience working within a regulated financial services environment
• Proficiency in Microsoft Office, with experience using financial planning software being advantageous

What's on Offer

• Competitive salary of £30,000 - £35,000, depending on experience
• Support with professional qualifications and continued development
• Hybrid working after initial training
• Opportunities for long-term career progression

If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.