Cookies Policy: We use cookies on our website to make sure we can give you the best experience while browsing. If you are happy with this, please continue to use this site as normal or learn more. Discard this message

Who are we?


Role: ParaPlanner

Location: Stockton-On-Tees, North East

Salary: Dependent on Experience & Qualification

How would you like to work for one of the region’s leading Chartered Financial Planning firms? An organisation that prides itself in developing it’s Team; proudly holding the Investors in People GOLD status?

Due to our ongoing success, we now have an opportunity to add a further experienced ParaPlanner to our growing team.

You will be joining the organisation at a very exciting time where you will be able to develop your skills further and will be based within a friendly and professional environment.

Duties of the ParaPlanner:

  • Supporting the Financial Planner(s) with research and analysis to meet Client needs and objectives.
  • Supporting the Financial Planner(s) with production of quality, accurate, compliant letters, analysis, suitability reports.

Requirements of the ParaPlanner:

  •  At least 2 years’ experience within an Adviser firm.
  •  Diploma qualified or close to attaining DipPFS status.
  •  Experience in writing technical suitability reports and conducting high quality fund research.
  •  Providing extensive administrative and technical support to the advisers.
  •  Experience and strong knowledge of using provider WRAP platforms.
  •  Excellent communicator, organised, knowledgeable and technically minded

In return you will receive a comprehensive package; a competitive starting salary depending on experience as well as a generous benefits package.

Call Active today on Tel: 01642 765957 to find out more




01642 765957

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Get In Touch

Latest News

  • Social Media (1 of 1)-24

    Karl Pemberton, Managing Director of Tees Valley-based Active Chartered Financial Planners, has become one of only 18 leaders in the North East to achieve the Institute of Directors’ (IoD) Chartered Director qualification. Karl was awarded the prestigious status, held by only 1,400 people in the UK, following two years of intensive training with the IoD.

Read More

Last Tweets


  • Having been a client of Active Finance for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I

Read More
Financial planners chartered

Active Financial Planners Ltd Registered in England & Wales No. 4039863 Registered Office: Active House, 1 Dukes Court, Thornaby, Stockton-On-Tees, TS17 9LR Active Chartered Financial Planners is a trading name of Active Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority