Paraplanner

Paraplanner – Award-Winning Financial Planning Firm

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.

The Role

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.

Key Responsibilities

• 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

Requirements

Why Join?

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.

Benefits

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.