Senior Paraplanner

Senior Paraplanner

Location: Newcastle upon Tyne (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

• Conduct research across pensions, investments, protection, and tax planning
• Prepare suitability reports and client documentation to a high standard
• Produce cashflow modelling and financial calculations
• Support Financial Planners in developing suitable client recommendations
• Ensure all work is compliant, clear, and client-focused
• Identify additional planning opportunities where appropriate

Team & Development

• Provide guidance and support to junior team members
• Share knowledge and contribute to a collaborative team environment
• Maintain and develop technical knowledge through ongoing learning
• Support improvements to processes and report templates

Skills & Experience

• Proven paraplanning experience within financial planning/wealth management
• Strong knowledge of financial planning products and advice areas
• Level 4 Diploma (or equivalent) required
• Progression towards Chartered status desirable
• Strong attention to detail, organisation, and communication skills
• Experience with cashflow modelling and back-office systems preferred

Additional Information

• No direct line management, but mentoring of junior staff expected
• Opportunity to work on complex cases and develop technical expertise