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The Paraplanner in Darlington

We know what you’re thinking, ‘What on earth is Paraplanning?’ It’s a little known but rapidly in demand career that has grown in recent years. In simple terms, a Paraplanner is someone who works with a Financial Planner or Financial Adviser to do a number of their non-client facing tasks involved in preparing and administering a Financial Plan or Report for a client.

What are you going to do

The Role

Like we said earlier, in any role we always start with learning the basics first – it's the best foundation for success. For this role, that means firstly learning all about the billion-pound finance sector and the importance of people receiving sound financial advice. You'll then move on to working on real client cases, getting to grips with the administration side of a case, learning the ins and outs of an abundance of pension, investment and insurance products. Over the course of your internship, this will involve you getting stuck in and doing the role of an administrator, finding out all the finer details, getting on the phone to product providers and using research tools to pull all the information a Paraplanner needs together. During the course of your 3-month internship, you will tackle trickier cases until you have a basic knowledge of products.

If you successfully complete your 3-month internship, you'll then become an official Graduate Paraplanner. Soon after your transition, we will work with you to agree your own personal development program for the rest of the year, with the expectation you'll start to revise for your first exam pretty much straight away. As a Graduate, you'll become part of the Paraplanning team, learning how to research a case and understand the needs of individual clients. You will start writing basic reports and managing your own workload.

By your second year, you will be moving on to more complex cases and certainly have a few exams under your belt! We'd expect that after two years you will be an expert in researching the market and making recommendations, be an accomplished report writer, volunteering to tackle the tricky cases and manage your own clients. As well as being a wonderful role model to the newest wave of graduates!

What we offer:

  • A personal tiered salary structure – based on your own role, qualifications and experience
  • 21 days holiday as standard – plus additional Bank Holidays, Christmas close down and your birthday off each year (because no one should ever have to work on their birthday!)
  • Personal Development budget – to cover all your training, learning and development costs so you won’t be forking out for your own exam fees
  • Access to the company Pension Scheme – because we practise what we preach
  • Death in Service Cover – a bit morbid we know, but a nice bit of security nonetheless
  • Access to our Health & Wellbeing programme – a team away day in a spa, office yoga and outdoor assault courses (Tough Mudder style) being amongst the most popular past-times
  • Constant flow of office snacks – because it’s important to keep the energy levels up
  • Company nights out – and a fair few of them, we’re a social bunch!
  • Casual dress code – like we’ve said, no stuffy suits. We much prefer our Superhero capes.
  • Staff bar ‘The Tunstall Arms’ with an early finish – we’re usually thirsty by the end of the week so the wine / beer fridge is always well stocked and chilled
  • ‘Home’ is the trendy Beehive Building based at Lingfield Point whose facilities are a whole host of perks in itself

What we ask:

  • At least finished university degree At least a 2:2
  • Forensic style research skills
  • Keen eye for detail
  • Impeccable writing skills

Extra information

Education Level
Working hours per week
40 - 40
Type of Contract
Graduate Jobs
Salary indication
£14,500 per year
Responsible for
Providing amazing paraplanning support for our clients!
Type of Job
Full UK/EU driving license preferred
Car Preferred
Must be eligible to work in the EU
Cover Letter Required

Accountancy jobs | Finance Employee | Graduate Jobs | University

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