Paraplanner

Paraplanner

Newcastle upon Tyne £35,000 – £45,000 (DOE) Full-time | 9am–5pm | 1 day WFH available

Are you a detail-driven Paraplanner looking to step into a genuinely client-focused, holistic planning environment?

We’re working with a highly regarded independent financial planning firm in Newcastle who are looking to add an experienced Paraplanner to their growing team.

This is not a transactional advice business — the firm specialises in full financial planning, working closely with clients who have been through a structured advice journey. Their approach is built on long-term relationships, high-quality advice, and doing the right thing for clients every time.

An ideal opportunity for a career Paraplanner or would like to progress into advising in the future.

The Role

You’ll join a collaborative “pod” setup, working alongside an Adviser, Associate Adviser, and Administrator to deliver a seamless client experience.

Your responsibilities will include:

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• Producing detailed suitability reports and financial planning recommendations
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• Carrying out technical research across pensions, investments, and protection
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• Supporting client reviews and ongoing planning work
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• Liaising with providers and managing client data
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• Ensuring all work is compliant and of a high standard
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About You

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• A minimum of 18 months experience in a similar role.
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• Diploma in Financial Planning (Dip PFS) – highly preferable.
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• Experience in a Paraplanner position within financial services / wealth management
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• Strong technical knowledge and report writing skills
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• Ideally experience within a holistic financial planning firm (though not essential)
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• Highly organised, analytical, and team-oriented
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Systems

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• Platforms: Fundment, Transact, Aviva (desirable)
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• CRM: Intelligent Office (beneficial but not essential)
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The Firm

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• Boutique, independent financial planning business
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• Small, close-knit team (approx. 10 employees) with a strong “family feel” culture
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• Structured team model to ensure support and collaboration
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• Focus on quality over quantity — no pressure to rush or cut corners
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What’s on Offer

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• Salary: £35,000 – £45,000 (DOE)
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• 26 days holiday + bank holidays (increasing with service)
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• 5% matched pension (increasing with service)
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• 1 annual wellbeing day
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• Flexible wellbeing benefit after probation (e.g. gym membership)
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• Office-based role with flexibility to work from home 1 day per week
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• Opportunities to progress
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Why Apply?

This is an excellent opportunity to join a firm where:

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• You’ll be valued as part of a team, not just a number
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• The focus is on doing high-quality, meaningful work
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• You can develop within a supportive and professional environment
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