Paraplanner - Newcastle (Hybrid Working)
Salary: Up to £50,000 + Benefits Location: Newcastle upon Tyne
Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options.
What's in it for you?
* Hybrid working - 3 days in the office, remainder remote
* Up to £50,000 salary (DOE)
* 25 days holiday + bank holidays
* Life assurance, income protection, pension & flexible benefits
* A collaborative, supportive environment recognized as one of the Best Places to Work
What you'll do:
* Produce detailed suitability reports and cashflow models
* Analyse client information and construct tailored financial solutions
* Support advisers with technical queries and attend client meetings when required
* Contribute to process improvements and team training
What we're looking for:
* CII Level 4 Diploma (Chartered status or working towards is a plus)
* Minimum 5 years' paraplanning experience
* Strong technical knowledge across financial products
* Excellent communication and attention to detail
* Experience with Curo, FE Analytics, Voyant is advantageous
This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.
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