Job Title: Paraplanner Location: Sunderland Salary: £35,000-£50,000 Join a dynamic, tech-focused boutique wealth management firm based in Sunderland, backed by a leading private equity group. As part of a rapidly expanding organisation, the firm has strategically acquired several independent financial advisory (IFA) firms across the UK, including a number of Chartered practices. This growth enables them to offer clients a comprehensive, ongoing wealth service with access to expert financial planning and investment solutions. What they offer you: 25 days annual leave 1 well-being day Death in Service x4 Competitive Pension Scheme Full support for industry exams And much more Responsibilities: Conduct thorough research on financial products, tax strategies, and investment solutions, delivering clear and well-founded recommendations. Draft detailed suitability reports and recommendation letters, clearly conveying financial strategies and recommendations. Ensure all advice adheres to FCA regulations and internal compliance standards. Assist in preparing client review packs and responding to technical queries. Collaborate effectively with Financial Planners and administrators to ensure smooth and consistent client service delivery. Utilise advanced financial planning technology to improve accuracy and optimise processes. Create cash flow projections, financial forecasts, and tax calculations to support planning and strategy. Requirements: Experience in financial planning, wealth management, or paraplanning roles. Understanding of financial products, investment strategies, tax planning, and pensions. Proficiency with financial planning software and industry tools Level 4 Diploma in Financial Planning Working towards Level 6 Diploma in Financial Planning Ideally client interaction experience If you have the required experience and are interested in this opportunity, then apply now Ben Hughes