Paraplanner

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.

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.

• 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

• 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

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.

• 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.