Junior Paraplanner
Salary: Up to £35,000 Location: Stockton on tees
We are partnering with a reputable financial services firm who are looking to appoint a Junior Paraplanner to join their growing team. This is an excellent opportunity for someone with a solid financial services background who is ready to take the next step in their technical career.
As a Junior Paraplanner, you will work closely with the paraplanning team and advisers, supporting the preparation of reports, research, and client documentation. The firm offers full training, development, and the opportunity to progress into a fully?fledged paraplanner role. They are open on experience level, but candidates must have previous exposure to financial services and ideally be working towards RO exams.
This is a hybrid position offering a blend of office and home working, with a supportive environment that encourages professional growth.
Key Responsibilities
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Supporting the paraplanning team with research and report preparation
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Assisting with suitability letters and documentation
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Gathering information from providers and updating client records
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Ensuring all work meets regulatory and internal compliance standards
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Working closely with advisers to support client recommendations
About You
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Experience within financial services is essential
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Ideally studying towards RO exams or keen to begin
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Strong attention to detail and willingness to learn
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Confident communicator with good organisational skills
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Motivated, proactive, and looking to develop within paraplanning
If you’re looking to build your paraplanning career within a supportive and forward?thinking firm, we’d love to hear from you. Apply today to find out more