Paraplanner

Job DescriptionParaplanner Award-Winning Financial Planning FirmLocation: Newcastle (Hybrid 2 days in-office, 3 days from home)Salary: 35,000 - 45,000 + Quarterly Bonuses + Comprehensive BenefitsWere working on behalf of an award-winning, privately owned Independent Financial Planning and Investment Management firm to recruit a technically proficient Paraplanner to join their growing team in Newcastle.This firm operates at the top end of the industry with an outstanding reputation for quality and integrity. With over 5bn in client assets under management and 250+ staff across 10 UK offices, theyve seen impressive growth and have exciting expansion plans for the years ahead.The RoleAs a Paraplanner, you'll work closely with a team of Chartered Financial Planners and Advisers to deliver top-tier technical support. This includes producing cash flow models, high-quality suitability reports, and acting as a key technical resource across the business.Key ResponsibilitiesAnalyse client data and conduct in-depth research on investments and financial productsBuild cash flow models and draft tailored suitability reportsDevelop solutions and make recommendations alongside advisersSupport with tax calculations and financial planning strategyRespond to technical queries from colleagues and clientsParticipate in peer reviews, client meetings (when needed), and pod/team meetingsSupport training of team members and contribute to process improvementsRequirementsCII Level 4 Diploma in Regulated Financial Planning (minimum requirement)Working toward Chartered status or holding additional relevant qualifications is advantageousAt least 3 years' experience in a paraplanning roleExcellent written and verbal communication skillsHigh attention to detail and ability to manage a busy workloadExperience with tools such as Voyant, FE Analytics, and Curo is desirableWhy Join?This firm offers a supportive and forward-thinking culture with low staff turnover, clear career progression pathways, and the flexibility to shape your future whether thats progressing into an adviser role or growing as a senior technical expert.BenefitsBasic salary up to 45,000 (depending on experience)Quarterly bonuses28 days holiday + bank holidaysPension schemePrivate Medical Insurance (PMI)Group Income Protection & Life CoverHealth cash plansHybrid working model (2 days in-office, 3 days remote)Access to a flexible benefits platformIf you're an experienced Paraplanner looking to join a high-performing team where your expertise will be truly valued, apply today to find out more.

Created: 2025-07-04