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Permanent

Paraplanner

Sunderland
money-bag 34000.00-34000.00 Annual
3024691654
Posted 2 weeks ago

Location: Sunderland (Free on-site parking) Hybrid: 1 day per week working from home Salary: Up to 37,000 (DOE) + Annual Salary Reviews Hours:Option 1: Monday-Friday, 9:00-17:00Option 2: Monday-Thursday, 9:00-17:30 / Friday, 9:00-15:30About the RoleOur client is seeking an experienced Paraplanner to join their team. This position offers a unique opportunity to work at the core of the organisation, supporting a number of advisers and gaining exposure to all aspects of financial planning. The role provides excellent scope for personal and professional development.Key ResponsibilitiesDeliver high-quality technical support to advisers across the business.Prepare suitability reports and ensure compliance with regulatory standards.Conduct detailed research and analysis on financial products and solutions.Assist with client reviews and maintain accurate records.Collaborate with advisers and internal teams to deliver exceptional client outcomes.Candidate ProfilePrevious experience as a paraplanner (essential).Strong understanding of financial planning processes and compliance requirements.Excellent attention to detail and organisational skills.Ability to manage multiple priorities in a fast-paced environment.Candidates who have not yet completed R0 exams will be considered, provided they have relevant experience.Benefits and DevelopmentCompetitive salary up to 37,000 depending on experience.Generous annual salary reviews.Exam support: 500 per R0 exam completed while employed. 1,000

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