Senior Paraplanner

Senior Paraplanner


Financial Services

£28,000 - £40,000

M-F 8.30-4.30/5pm (1pm finish every other week), 20 days holiday (plus additional 5 at Xmas), pension, life assurance, critical illness, annual bonus, salary review, study support


Due to continued success, resulting in an increasing workload, our Client has an immediate requirement for an experienced Paraplanner. You will join a fast-paced paraplanning team based in Northumberland, supporting a team of nine advisers, where you’ll be rewarded, supported and recognised, for your achievements and dedication.

Responsibilities will include:
•        Collating client information and preparing suitability reports
•        Completing critical yield calculations and tax specific calculations, requiring technical knowledge
•        Preparing illustrations and presentation documents for the advisory team
•        Managing cases to completion and working with internal processing systems
•        Ensuring that work is processed compliantly and in a timely manner
•        Liaising with colleagues and third parties on a daily basis

Level 4 in Regulated Financial Planning (or equivalent) – desirable

Candidate Requirements

  • This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who has a ‘can do’ working style
  • You must be proficient in using Microsoft Office including Excel
  • You will need to have experience of investment and pension products
  • You will need to be highly organised and have excellent communication skills
  • You will have contact with clients, and it is essential that you are professional and confident in dealing with third parties and can work with total discretion
  • You should either be Diploma qualified, working towards your Diploma or have substantial paraplanning experience with the desire to achieve your Diploma in the future
  • You see Paraplanning as your long-term career, as there will be scope to progress within the role
  • Ability to deputise and manage the team

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