Paraplanner

Recruit UK; North East; On-site; GBP 36,000 - 50,000; Full time

Job summary

A financial services firm in Durham is seeking an experienced Paraplanner to join their team. The ideal candidate will have paraplanning experience and preferably a level 4 diploma in financial planning. Responsibilities include supporting Financial Advisers and providing full paraplanning services like report writing and research. The role offers a competitive salary up to £50,000, opportunities for personal development, and a supportive office environment with flexible working options.

Benefits

Basic salary up to £50,000 + Bonuses

28 days holiday plus Bank Holidays

Pension

Death in Service circa 5 times

Qualifications

• Good paraplanning experience required.
• Level 4 diploma in financial planning preferred.

Responsibilities

• Support Financial Advisers in advising High Net Worth clients.
• Provide full paraplanning services including report writing.
• Conduct research and analysis for financial advice.

Skills

Paraplanning experience

Report writing

Research and analysis

Education

Level 4 diploma in financial planning

Job description

Job Title: Paraplanner

Industry: Financial Planning

Location: Durham

Salary: £36,000 - £50,000

Job reference: 10068

Recruit UK are working on an excellent opportunity for a Paraplanner in Durham to join a fast growing well-established Independent Financial Advice firm.

They deal with mass affluent and high net worth private individuals and business clients. They have professional relationships with solicitors, accountants and insurance brokers across the region. They have a strong presence in the area and are expanding their IFA services through growth. They are a pensions specialist advice firm.

The ideal candidate will need to have good paraplanning experience and ideally be level 4 diploma in financial planning qualified.

You will be part of a paraplanning team, supporting Financial Advisers dealing with High Net Worth clients advising on all areas of financial advice. Providing full paraplanning services: Report writing, Research and Analysis.

What’s in it for you:

• Basic salary up to £50,000 + Bonuses
• Offices in Durham
• Join friendly paraplanning team
• Scope for personal development
• Office Based + Flexible Working
• 28 days holiday plus Bank Holidays includes Christmas Closure
• Pension
• Death in Service circa 5 times
• ...