Paraplanner (Seven Stages)

Darlington, Newcastle or Home based

Seven Stages

Job Description

We are boutique firm of independent financial advisers, providing advice and coaching to medical professionals, NHS Employers, General Practice, Corporate Executives, Journalists, and political figureheads.

The Role

Due to the nature of our business, our financial solutions are diverse, so you will have a varied and stimulating workload. We are working towards a 100% ESG proposition and you will be required to assist with the research undertaken by the investment committee. You may be expected to liaise with clients as part of our due diligence and research process. The ideal candidate will need to be highly professional and efficient, with an eye for detail and excellent analytical skills. You will play an extremely important role in this business to ensure solutions are delivered compliantly, efficiently and on-time.


  • Preparing research and technical analysis

  • Writing suitability reports and financial plans

  • Answering technical queries

  • Working as a team to help deliver suitability reports within agreed timescales.

  • Sharing and embracing new ways of working, IT systems, etc, to make the business more efficient.

Essential Requirements

  • At least 2 years’ experience in a paraplanning role.

  • Working towards CII Level 4 Diploma or equivalent

  • Experienced user of Microsoft Office applications: Word and Excel.

  • Experience writing technical suitability reports.

Desirable Requirements

  • Advanced Diploma in Financial Planning

  • Experience using systems:

o FE Financial Analytics

o Intelliflo

o Selectapension

o Dynamic Planner

  • Experience working within an IFA practice.


  • Competitive salary, dependent on qualifications and experience.

  • Workplace Pension.

  • Group Income Protection.

  • Death-in-service benefits.

  • Scope for flexibility with working hours and home-based working.

  • A friendly and efficient working environment that is always open to learning and development which will support your own career progression.


To enquire about the role please email your CV to