Paraplanner – Award-Winning Financial Planning Firm
Location: Newcastle (Hybrid – 2 days in-office, 3 days from home)
Salary: £35,000 - £45,000 + Quarterly Bonuses + Comprehensive Benefits
We’re 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, they’ve seen impressive growth and have exciting expansion plans for the years ahead.
The Role
As 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 Responsibilities
* Analyse client data and conduct in-depth research on investments and financial products
* Build cash flow models and draft tailored suitability reports
* Develop solutions and make recommendations alongside advisers
* Support with tax calculations and financial planning strategy
* Respond to technical queries from colleagues and clients
* Participate in peer reviews, client meetings (when needed), and pod/team meetings
* Support training of team members and contribute to process improvements
Requirements
* CII Level 4 Diploma in Regulated Financial Planning (minimum requirement)
* Working toward Chartered status or holding additional relevant qualifications is advantageous
* At least 3 years' experience in a paraplanning role
* Excellent written and verbal communication skills
* High attention to detail and ability to manage a busy workload
* Experience with tools such as Voyant, FE Analytics, and Curo is desirable
Why 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 that’s progressing into an adviser role or growing as a senior technical expert.
Benefits
* Basic salary up to £45,000 (depending on experience)
* Quarterly bonuses
* 28 days’ holiday + bank holidays
* Pension scheme
* Private Medical Insurance (PMI)
* Group Income Protection & Life Cover
* Health cash plans
* Hybrid working model (2 days in-office, 3 days remote)
* Access to a flexible benefits platform
If 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.