Paraplanner

Paraplanner - Award-Winning Financial Planning Firm Location: Newcastle (Hybrid - 2 days in-office, 3 days from home) Salary: Up to 50,000 Performance-Based Bonus Excellent Benefits Were working on behalf of a respected, award-winning Independent Financial Planning & Investment Management firm to recruit a talented Paraplanner to join their growing team in Newcastle . The firm manages over 5bn in client assets and employs 250 people across 10 UK offices . With a reputation for quality, a collaborative culture, and ambitious growth plans, this is a fantastic opportunity to join a business that truly invests in its people. The Role Youll work alongside Chartered Financial Planners, delivering high-quality technical support including cash flow modelling and tailored suitability reports. The firm places strong value on quality of work and provides a clear development pathway for Paraplanners at all levels. Key Responsibilities Analyse client data and financial arrangements Build cash flow models and write detailed suitability reports Collaborate with advisers to design financial solutions Provide technical input to the wider team Participate in peer reviews, team meetings, and ongoing process improvements Support and mentor more junior team members Attend client meetings where required What Were Looking For CII Level 4 Diploma in Regulated Financial Planning (minimum requirement) At least 3 years experience in a paraplanning role Strong understanding of financial planning and tax considerations Excellent written and verbal communication skills High attention to detail and ability to manage multiple tasks Experience with systems such as Voyant, FE Analytics, or Curo (advantageous) Progression & Development This firm supports two clear career tracks : For those interested in advice, they now offer a Financial Planning Associate programme - a structured trainee route into an adviser role and support for further qualifications For those who wish to remain technical, full sponsorship for further qualifications (including Chartered status) is available as well as opportunities to mentor/ lead other members of the team. Whether you aspire to become a Financial Planner or remain in a senior paraplanning capacity, this firm provides the resources, mentoring, and structure to help you get there. Reward Package Salary up to 50,000 depending on experience Performance-based Paraplanner bonus scheme (based on individual output, with an average payout of approx. 9% last year ) Hybrid working (2 days in-office, 3 days remote) 28 days holiday bank holidays Private Medical Insurance (PMI) Pension scheme Group Income Protection & Life Cover Health cash plans Flexible benefits platform If you''re an experienced Paraplanner ready to take the next step in your career, wed love to hear from you. This is an opportunity to join a high-performing team in a business that will value your contribution and support your long-term development.55b20050-bc17-4e5d-bfce-3c406318dffc

Created: 2025-08-30