Location
Bournmoor, County Durham, United Kingdom
Posted
July 15, 2026
Job Description
Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development.
As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice.
Key responsibilities include:
Producing detailed suitability reports and recommendation letters
Gathering and analysing client information
Researching financial products and solutions
Obtaining information from pension providers and third parties
Supporting Financial Advisers throughout the advice process
Maintaining accurate client records and documentation
Keeping up to date with regulatory and legislative changes
Workin...
As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice.
Key responsibilities include:
Producing detailed suitability reports and recommendation letters
Gathering and analysing client information
Researching financial products and solutions
Obtaining information from pension providers and third parties
Supporting Financial Advisers throughout the advice process
Maintaining accurate client records and documentation
Keeping up to date with regulatory and legislative changes
Workin...