Trainee Paraplanner

Trainee/Junior Paraplanner Stockton-on-Tees Full-time PermanentAbout the CompanyA well-established and growing independent financial planning firm based in Stockton is seeking a Junior Paraplanner to join their collaborative and client-focused team. This firm provides high-quality, holistic financial advice to a diverse range of clients and is committed to developing talent internally.The RoleThis is an excellent opportunity for someone currently working in a financial planning support or administration role who is looking to take the next step into paraplanning.You will work closely with experienced Financial Planners and Paraplanners to provide technical and administrative support across the advice process, ensuring a smooth and compliant client journey.Key ResponsibilitiesSupporting Financial Planners with case preparation and researchProducing suitability reports and financial planning documentationConducting product, fund, and provider researchAssisting with cashflow modelling (where applicable)Preparing review packs and client review documentationMaintaining accurate and compliant client recordsLiaising with providers and platforms to obtain required informationRequirementsExperience within a financial planning firm in a support or administrative capacity, minimum 3 yearsStrong understanding of financial planning products and processesWorking towards, or having achieved, Level 4 Diploma in Financial Planning (or equivalent)Good technical knowledge across pensions, ..... full job details .....