Paraplanner

Reed Specialist Recruitment; North East; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Durham is looking for an experienced paraplanner to join their team. This role involves processing business applications, managing applications with providers, and supporting client retirement journeys. The ideal candidate should have strong experience in financial planning, a solid understanding of pensions and investments, and exceptional attention to detail. This position offers a salary between £25,000 and £35,000, alongside training and opportunities for career growth in a supportive environment.

Benefits

28 days holiday plus bank holidays

Full training and ongoing professional development

Stable team environment with growth opportunities

Qualifications

• Experience within financial planning, paraplanning support, or wealth management administration.
• Strong understanding of pensions, investments, and the end-to-end advice process.
• Highly organised with excellent attention to detail.

Responsibilities

• Processing and checking new business applications across pensions and investments.
• Managing applications and liaising with providers through to completion.
• Supporting client retirement journeys, including drawdown and benefit payments.
• Producing client valuations, review packs, and preparing paperwork for recommendations.
• Responding to client queries with professionalism and clarity.

Skills

Financial planning

Pensions

Investments

Attention to detail

Client communication

Job description

Durham (Office‑Based)

Are you an experienced paraplanner or financial services professional looking for your next career move? This is a fantastic opportunity to step into a role where your technical knowledge, client focus, and attention to detail will genuinely make an impact.

You’ll be joining a growing, forward‑thinking financial planning firm that prides itself on delivering exceptional client outcomes. With evolving processes, a supportive environment, and a strong commitment to continuous professional development, this role offers both stability and progression for the right person.

Why This Role Will Appeal to You

You’ll work closely with advisers and administrators, supporting complex pension and investment work.

You’ll be part of a business that values accuracy, professionalism, and high‑quality client service.

You’ll build deeper technical expertise through hands‑on involvement in valuations, drawdown, fund switches, and suitability preparation.

You’ll enjoy a collaborative culture that encourages your growth and invests in your long‑term development.

What You’ll Be Doing

Processing and checking new business applications across pensions and investments.

Managing applications and liaising with providers through to completion.

Supporting client retirement journeys, including drawdown and benefit payments.

Producing client valuations, review packs, and preparing paperwork for recommendations.

Obtaining product illustrations and pre‑completing application forms.

Monitoring and updating the internal back‑office system.

Handling letters of authority, chasing information, and maintaining accurate records.

Responding to client queries with professionalism and clarity.

Preparing information for suitability reports and assisting advisers with case progress.

Ensuring all work meets compliance and legislative standards.

What We’re Looking For

Experience within financial planning, paraplanning support, or wealth management administration.

Strong understanding of pensions, investments, and the end‑to‑end advice process.

Highly organised, excellent attention to detail, and comfortable working under pressure when needed.

Confident communicator who can handle client contact professionally.

A proactive, positive team player with a desire to continually develop.

The Offer

Salary: £25,000 - £35,000 (dependent on experience & qualifications).

Monday‑Friday, 9am‑5pm.

28 days holiday, including Christmas office closure, plus bank holidays.

Full training and ongoing professional development.

A stable, supportive team environment with clear opportunities to grow.

If you’re looking for a role that blends technical challenge with meaningful client impact—and you want to join a business that truly supports your career—this is an opportunity not to miss.

Interested?

Send me a message or your CV, and I’ll be in touch for a confidential chat.