Paraplanner

Paraplanner – Newcastle (Hybrid Working)

Salary: Up to £50,000 + BenefitsLocation: Newcastle upon Tyne

Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options.

What’s in it for you?

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• Hybrid working – 3 days in the office, remainder remote
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• Up to £50,000 salary (DOE)
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• 25 days holiday + bank holidays
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• Life assurance, income protection, pension & flexible benefits
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• A collaborative, supportive environment recognized as one of the Best Places to Work
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What you’ll do:

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• Produce detailed suitability reports and cashflow models
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• Analyse client information and construct tailored financial solutions
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• Support advisers with technical queries and attend client meetings when required
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• Contribute to process improvements and team training
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What we’re looking for:

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• CII Level 4 Diploma (Chartered status or working towards is a plus)
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• Minimum 5 years’ paraplanning experience
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• Strong technical knowledge across financial products
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• Excellent communication and attention to detail
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• Experience with Curo, FE Analytics, Voyant is advantageous
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This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.