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Job Title: Paraplanner
Location: Sunderland
Salary: £35,000-£50,000
Join a dynamic, tech-focused boutique wealth management firm based in Sunderland, backed by a leading private equity group. As part of a rapidly expanding organisation, the firm has strategically acquired several independent financial advisory (IFA) firms across the UK, including a number of Chartered practices. This growth enables them to offer clients a comprehensive, ongoing wealth service with access to expert financial planning and investment solutions.
What they offer you:
- 25 days annual leave
- 1 well-being day
- Death in Service x4
- Competitive Pension Scheme
- Full support for industry exams
- And much more!
Responsibilities:
- Conduct thorough research on financial products, tax strategies, and investment solutions, delivering clear and well-founded recommendations.
- Draft detailed suitability reports and recommendation letters, clearly conveying financial strategies and recommendations.
- Ensure all advice adheres to FCA regulations and internal compliance standards.
- Assist in preparing client review packs and responding to technical queries.
- Collaborate effectively with Financial Planners and administrators to ensure smooth and consistent client service delivery.
- Utilise advanced financial planning technology to improve accuracy and optimise processes.
- Create cash flow projections, financial forecasts, and tax calculations to support planning and strategy.
Requirements:
- Experience in financial planning, wealth management, or paraplanning roles.
- Understanding of financial products, investment strategies, tax planning, and pensions.
- Proficiency with financial planning software and industry tools
- Level 4 Diploma in Financial Planning
- Working towards Level 6 Diploma in Financial Planning
- Ideally client interaction experience
If you have the required experience and are interested in this opportunity, then apply now!
Ben Hughes
