Location
Newcastle
Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref88393
Job Title: Paraplanner / IFA Administrator
Location: Newcastle
Salary: £25,000 to £35,000 (dependent on experience and qualifications)
Overview:
This is a hybrid position for someone who understands the mechanics of financial planning and can operate at pace. Youll be the operational backbone of a well-regarded financial planning firm, supporting high-performing advisers while handling both client servicing and technical case preparation.
If youre stuck in a purely administrative position and looking for more involvement in the advice process, or youre a paraplanner whos lost in excessive report writing with no client context, this hybrid role will give you proper ownership of the workflow and closer alignment with the advice outcomes.
Key Responsibilities:
1. Liaising directly with clients to gather information and manage expectations
2. Preparing and maintaining client files, ensuring regulatory accuracy
3. Assisting in preparing suitability reports and recommendation documentation
4. Running research reports (platforms, providers, funds, product comparisons)
5. Coordinating applications, chasing providers and managing pipelines
6. Collaborating with advisers to drive cases forward without friction or delay
7. Maintaining back-office systems with precision and speed
What Youll Need:
8. Previous experience in financial planning, ideally across both admin and paraplanning
9. Confidence using financial platforms and CRM systems
10. A basic understanding of FCA compliance requirements
11. Working knowledge of pensions, investments, and protection products
12. Progression with CII exams (or similar) is advantageous but not mandatory
13. Initiative, commercial awareness, and a problem-solving mindset
What Youll Get:
14. A balanced role that respects both technical capability and delivery efficiency
15. Clear progression routes into full paraplanning or client-facing advice roles
16. Competitive salary between £25,000 and £35,000 depending on experience
17. Support with professional qualifications
18. A team culture that values accuracy, pace, and low-ego collaboration