Paraplanner

BMC Recruitment Group

Posted 9 hours ago, valid for 17 days

Wooler, Northumberland NE71 6QF, England

Full Time

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Sonic Summary

We are looking for a detail-oriented and proactive paraplanner or financial administrator to support our client's growing team.
The role requires a strong understanding of the financial services sector and offers flexible working hours, including part-time arrangements.
Candidates should have proven experience in financial services, ideally in a paraplanning or administrative role, with a focus on pensions, investments, and protection products.
The position is remote with occasional in-office meetings in Northumberland, and while relevant qualifications are a plus, they are not essential.
A competitive salary will be offered, reflective of experience and qualifications, with opportunities for growth in a friendly team culture.

We're seeking a detail-oriented and proactive individual to join our client's growing team. The role is for a paraplanner or a financial administrator with a strong understanding of the sector, to support the Director's and be an essential part of the team. This role can be tailored to your level of experience and is available on a remote basis, with occasional in-office meetings in Northumberland. Part-time arrangements are welcome.Key Responsibilities:

Preparing and maintaining client files and financial plans
Research and analysis to support financial advice
Preparing suitability reports and recommendations
Liaising with clients, providers, and colleagues to ensure seamless service
Supporting the implementation of advice and ensuring compliance

Requirements:

Proven experience in financial services, ideally in a paraplanning or admin role
Strong understanding of pensions, investments, and protection products
Excellent communication, time management, and IT skills
A proactive, self-motivated approach with a strong attention to detail
Relevant qualifications (e.g., Diploma in Financial Planning) are a plus but not essential

What We Offer:

Flexible working hours (full-time or part-time)
Remote working with occasional team days in the office
Competitive salary, reflective of experience and qualifications
A friendly, supportive team culture with opportunities for growth

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