Paraplanner
Recruit Wealth is representing one of the UK’s fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services.
With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.
The Role
As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your Responsibilities Will Include
* Producing high quality suitability reports
* Conducting detailed research on financial products, providers and strategies
* Supporting Financial Planners with client reviews and ongoing planning needs
* Acting as a technical support contact for the financial planner and client queries
* Submitting applications to providers and managing documentation
* Maintaining accurate, compliant and well-presented client recordsEnsuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally You Will Have
* Previous paraplanning experience with financial advice
* Diploma qualified and willing to study further
* Experience with Intelligent Office, highly desirable
* Strong analytic and research skills
* Excellent attention to detail and organisational ability
* The confidence to manage multiple priorities effectively
* Outstanding communication and teamwork skills
* Strong IT skills including Word, Excel and PowerPoint
What’s On Offer
This business is passionate about investing in its people and supporting long-term careers within financial planning.
Benefits Include
* 25 days holiday + bank holidays
* Option to purchase up to 5 additional days holiday
* Your birthday off
* Quarterly paraplanning bonus scheme
* Annual salary reviews
* Full study support for professional qualifications, CPD
* Adviser Academy and clear career progression pathways
* Staff recognition and annual awards
* Hybrid/flexible working
* Private pension
* Life assurance
* Corporate eye-care cover
Location and Salary
Location: Newcastle upon Tyne, Tyne & Wear — Hybrid Working
Salary: £38,000 - £41,000 per year
Job type: Permanent
Posted: 15/04/2026
#J-18808-Ljbffr