Senior Paraplanner

Senior Paraplanner

Senior Paraplanner

Eden Rose

Reed

Darlington, County Durham

4 hours ago

No application

About

Job Title: Senior or Chartered ParaplannerLocation: Remote or Hybrid (Will need to travel to North East or Yorkshire office for quarterly meetings)Salary: Up to £55,000 (DOE)Job Type: Full-time, Permanent, Remote/HybridAbout the Role:A national Independent Financial Advisory firm with offices across the UK is seeking a technically strong and self-sufficient Paraplanner to join their growing team. This is a remote-first role, with the successful candidate assigned to a North East or Yorkshireoffice for quarterly in-person meetings.Key Responsibilities:Produce high-quality, compliant suitability reports across pensions, investments, and protectionConduct technical research and analysis to support Financial AdvisersCollaborate with advisers and administrators to ensure smooth client journeysMaintain accurate records using Intelligent Office (IO)Contribute to the delivery of advice for HNW clients across the firmAbout You:Chartered or Part-Chartered Proven experience in a paraplanning role within an IFA environmentHighly technical, detail-oriented, and confident working independentlyComfortable with remote working and occasional travel for team meetingsFriendly, adaptable, and eager to contribute to a collaborative teamWhat’s on Offer:Salary up to £55,000 (negotiable based on experience and qualifications)Fully remote working with quarterly office visitsSupportive team culture and structured development opportunitiesStandard benefits package including pension, holiday allowance, and CPD supportIf you'