Paraplanner, Newcastle-upon-Tyne, £41,000 - Progression to Adviser available An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers. It's a full time position based in their Newcastle office Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries. The role: Working closely with advisers to deliver compliant, high-quality advice, including: Writing financial planning and suitability reports Researching products and preparing illustrations/recommendations Preparing review packs and maintaining accurate client records Assisting with client queries and plan submissions Staying up to date with products, legislation, and compliance requirements Ensuring files and documentation are accurate, well-presented, and compliant The person: Experienced in paraplanning with strong technical and report-writing skills. Diploma qualified (or working towards) is desirable. Highly organised, reliable, and client-focused with excellent written and verbal communication. A proactive team player with strong problem-solving and analytical skills. Salary: £30,000 per annum Benefits: Hybrid working considered 25 days holiday, plus Bank Holidays & your birthday off! Professional industry exams paid for, along with study supported In-House Training Academy Annual Salary Review Life Assurance & Pension Progression through to Paraplanner & Adviser if desired Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply. richard@recruitment22.co.uk