Senior Paraplanner
hace 3 días
Darlington
Job Title: Senior or Chartered Paraplanner Location: 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/Hybrid About 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 protection, • Conduct technical research and analysis to support Financial Advisers, • Collaborate with advisers and administrators to ensure smooth client journeys, • Maintain accurate records using Intelligent Office (IO), • Contribute to the delivery of advice for HNW clients across the firm About You: • Chartered or Part-Chartered, • Proven experience in a paraplanning role within an IFA environment, • Highly technical, detail-oriented, and confident working independently, • Comfortable with remo...