Paraplanner - up to £45,000 plus bonus and benefits Hybrid - Sunderland An excellent opportunity has arisen for an experienced Paraplanner to join a well-established and growing Wealth Management firm in Sunderland. This role offers career progression, hybrid flexibility, and a comprehensive benefits package. With over £2B AUM and a strong reputation for delivering tailored financial planning solutions, the firm is committed to providing high-quality client service and innovative investment strategies. The Role As a Paraplanner, you will play a key role in supporting Financial Advisers by conducting in-depth research, preparing technical financial plans, and drafting detailed suitability reports. This position is ideal for someone with strong analytical skills, a keen eye for detail, and a passion for delivering high-quality financial planning support. Key Responsibilities Conduct research on pensions, investments, insurance, and tax planning strategies Perform cash flow analysis, tax calculations, and retirement projections Prepare detailed suitability reports aligned with client objectives and compliance standards Support advisers in creating and maintaining accurate financial plans Liaise with clients and providers when required to ensure smooth financial planning processes Stay updated on regulatory changes, tax laws, and industry best practices What We’re Looking For Experience in a Paraplanner role, supporting Financial Advisers with research, reports, and financial planning strategies Level 4 Diploma in Financial Planning (or working towards Level 6) Strong technical knowledge of financial products, tax implications, and compliance standards Proficiency in financial planning software Excellent communication and problem-solving skills Package and Benefits Competitive Salary - Up to £45,000 (ideally £30-40K) Annual Discretionary Bonus - Circa 10% Hybrid Working - Up to three days per week from home 25 days holiday wellbeing day Company pension scheme Death in service cover Study support towards further qualifications This is an opportunity to join a progressive firm that values its employees, offers career growth opportunities, and provides a supportive hybrid work culture. Apply today to find out more.