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Paraplanner
Job Posted: 15 hours ago
Salary: £ 30,000 - 45,000 / Annum
Job Type: Permanent
Location: Sunderland, Tyne & Wear
Expire in: a month
Job Description
Paraplanner
* Sunderland outskirts
* Competitive Salary (Top rates for top talent!)
* Full-Time, Permanent
Are you ready to take your career to the next level? We’re on the lookout for an experienced Paraplanner to join a well-established and thriving Financial Planning firm based on the outskirts of Sunderland. Whether you're experienced or still developing your career, this is your chance to join a forward-thinking team where your expertise is truly valued.
What’s in it for you?
* A competitive salary, with higher pay for the most qualified and experienced professionals
* A genuine commitment to your development – study support and ongoing CPD included
* A friendly, collaborative team environment where your input matters
* An attractive benefits package to support your well-being and work-life balance
Job Purpose:
As a Paraplanner, you’ll play a key role in supporting Financial Advisers in delivering smart, tailored financial plans for clients. From research and analysis to crafting top-tier reports, you’ll undertake a highly varied interesting role.
What You'll Be Doing:
* Conducting in-depth technical research and analysis to support client goals
* Creating clear and accurate suitability reports across a wide range of financial advice areas – including pensions, investments, and more
* Helping enhance and streamline internal processes and workflows to boost team efficiency
* If you're highly experienced, you’ll also play a role in mentoring junior paraplanners, sharing your knowledge and guiding team performance
Requirements:
* Proven experience in financial services, ideally within an Independent Financial Adviser (IFA) environment
* Strong knowledge of pensions and investments with sharp analytical skills
* Ideally Level 4 Diploma qualified or actively working towards it
* A team player who thrives in a collaborative environment and takes pride in delivering top-notch work
Ready to find out more?
Send CV to or contact Jenny at jenny @ tempestjones . com for a confidential chat about this exciting opportunity. Whether you're actively looking or just curious, your enquiry will be handled with the utmost discretion.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Sunderland, Tyne & Wear! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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