Pensions Paraplanner

Location: chester lee street , County Durham

Type: Permanent

Job #90863

Paraplanner – £30,000–£35,000 | Hybrid | Chester le Street Looking for a role where your technical skills actually make an impact? This growing wealth management firm is investing heavily in smarter, AI driven processes — and they’re now looking for a

Job Ref: 90863

Location: chester lee street

Salary: £30,000 - £35,000 Per Annum

Employment Type: Permanent

Location: chester lee street , County Durham

Type: Permanent

Job #90863

Salary: £30,000 - £35,000 Per Annum

Paraplanner – £30,000–£35,000 | Hybrid | Chester le Street Looking for a role where your technical skills actually make an impact? This growing wealth management firm is investing heavily in smarter, AI driven processes — and they’re now looking for a Paraplanner with 1–2 years’ experience to join their team during an exciting period of change.

If you’re early in your paraplanning journey and want real responsibility, flexibility, and progression, this is the perfect next step.

What You’ll Be Doing Critical yield calculations

Writing suitability letters

Processing pension transfers

Using an AI powered workflow platform to manage pension transfer and technical tasks

Providing technical support to advisers across a busy, collaborative practice

What We’re Looking For 1–2 years’ paraplanning experience

Confident with technical calculations and suitability writing

Strong attention to detail and a proactive, organised approach

Someone who enjoys working both independently and within a supportive team

Hybrid Working 1–3 days per week in the office (flexible once trained)

Supportive onboarding

Why This Role Stands Out Join a forward thinking firm embracing AI enhanced processes

Work with a friendly, established team of advisers, paraplanners and administrators

Genuine progression opportunities as the business continues to grow

A role where your technical skills genuinely shape client outcomes

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