Paraplanner – Hybrid (Newcastle Based)
?? Location: Newcastle upon Tyne (Hybrid)?? Job Type: Full-time, Permanent?? Salary: Up to £45,000 per annum (DOE)?? Hours: 37.5 per week (Monday–Friday, flexible between 8:30am–5:30pm)
The Opportunity
Are you an experienced Paraplanner looking to join a dynamic and award-winning financial services firm? Our client, a respected and fast-growing wealth management business, is seeking a technically strong Paraplanner to support their advisory team in delivering exceptional service to high-net-worth clients.
This is a fantastic opportunity to work in a collaborative environment where your expertise will be valued, and your career development supported.
What You’ll Be Doing
1. Analysing client data, existing investments, and financial policies
2. Producing detailed cashflow models and tax calculations
3. Drafting high-quality suitability reports for a range of financial planning scenarios
4. Collaborating with advisers to develop tailored financial solutions
5. Acting as a technical point of contact for advisers and support staff
6. Attending client meetings when required
7. Supporting junior team members and contributing to process improvement project...