Paraplanner

North East Source: WhatJobs

£35,000

Most paraplanning roles offer a salary, discretionary bonus (if you're lucky) and a vague promise about progression.

This one is different.

Here, you'll receive a salary of up to £35,000, alongside a clear performance-related bonus that could add a further £20,000-£24,000 a year once you're fully trained and established in the role.

The target is transparent - complete 40 cases a month while maintaining the required quality standards. Hit it consistently and earning more than £50,000 is genuinely realistic.

And if your longer-term ambition is to become a Financial Adviser, there is a clear route into advice, with support and funding for further qualifications.

THE JOB

You’ll join a busy technical planning team that currently includes six Paraplanners. Two additional roles have been approved because the volume of work continues to grow.

This team deals with the more complex cases, including higher-value clients and advice requiring more detailed calculations or technical input.

Working closely with Financial Advisers, you’ll help formulate suitable advice across areas including:

Pensions
Investments
Tax planning
Trusts
Protection

You’ll complete the product research and report writing, using the company's in-house planning system and established report templates.

There is no cashflow modelling involved.

Once you’re fully trained, you’ll work on a hybrid basis, spending three days each week in the office and two days at home.

WHAT YOU'LL NEED

Ideally, you’ll already hold the Level 4 Diploma in Financial Planning.

However, applications are also welcome from experienced Paraplanners who are close to completing it.

You’ll need to be comfortable managing a steady caseload, working accurately and dealing with advice that can be more technical than the average paraplanning role.

PACKAGE

Salary up to £35,000
Performance-related bonus with realistic earnings of £20,000-£24,000
Genuine potential to earn more than £50,000
Hybrid working after training
Three days in the office and two days at home
Exam funding and continued professional development
Longer-term opportunity to progress into financial advice

This is a well-established UK financial services business providing financial advice, wealth management and investment solutions. Advisers retain a degree of independence while receiving the infrastructure, technical support and resources of a larger group.

#J-18808-Ljbffr

Full job description from WhatJobs. Apply for this role →