Paraplanner

Paraplanner - up to £45,000 plus bonus and benefits

Hybrid - Sunderland

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and growing Wealth Management firm in Sunderland. This role offers career progression, hybrid flexibility, and a comprehensive benefits package. With over £2B AUM and a strong reputation for delivering tailored financial planning solutions, the firm is committed to providing high-quality client service and innovative investment strategies.

As a Paraplanner, you will play a key role in supporting Financial Advisers by conducting in-depth research, preparing technical financial plans, and drafting detailed suitability reports. This position is ideal for someone with strong analytical skills, a keen eye for detail, and a passion for delivering high-quality financial planning support.

Key Responsibilities

• Conduct research on pensions, investments, insurance, and tax planning strategies

• Perform cash flow analysis, tax calculations, and retirement projections

• Prepare detailed suitability reports aligned with client objectives and compliance standards

• Support advisers in creating and maintaining accurate financial plans

• Liaise with clients and providers when required to ensure smooth financial planning processes

• Stay updated on regulatory changes, tax laws, and industry best practices

• Experience in a Paraplanner role, supporting Financial Advisers with research, reports, and financial planning strategies

• Level 4 Diploma in Financial Planning (or working towards Level 6)

• Strong technical knowledge of financial products, tax implications, and compliance standards

• Proficiency in financial planning software

• Excellent communication and problem-solving skills

• Competitive Salary - Up to £45,000 (ideally £30-40K)

• Annual Discretionary Bonus - Circa 10%

• Hybrid Working - Up to three days per week from home

• 25 days holiday + wellbeing day

• Company pension scheme

• Death in service cover

• Study support towards further qualifications

This is an opportunity to join a progressive firm that values its employees, offers career growth opportunities, and provides a supportive hybrid work culture.

Apply today to find out more.