Paraplanner

Paraplanner – Newcastle Salary: £43,000 – £48,000 + Benefits Hybrid working pattern

A highly respected and nationally recognised professional services firm is seeking an experienced Paraplanner to join its growing Financial Planning team in Newcastle. This is an excellent opportunity for a technically strong paraplanner who enjoys working collaboratively with Financial Planners to deliver high-quality client outcomes.

The successful candidate will play a key role in supporting advisers through research, report writing, suitability preparation and technical analysis, while ensuring recommendations meet regulatory and internal compliance standards.

• Provide technical and research support to Financial Planners
• Prepare suitability and review reports
• Produce recommendation summaries for processing teams
• Ensure recommendations align with internal standards and compliance requirements
• Challenge and question recommendations where appropriate
• Liaise with compliance and support teams when required
• Collate and complete application forms and supporting documentation
• Maintain accurate client records and update CRM systems
• Develop and maintain knowledge of investment propositions and internal procedures

• Diploma qualified (CII Level 4 or equivalent)
• Previous paraplanning experience within financial planning/wealth management
• Experience supporting advisers and delivering high-quality client service
• Familiarity with CRM systems and financial planning software
• Working knowledge of tools such as Intelliflo, Cash Calc and FE Analytics is advantageous
• Strong attention to detail and report-writing capability
• Competent Microsoft Excel skills
• Good understanding of financial planning principles and suitability reporting

• Competitive salary of £43,000 – £48,000
• Hybrid/flexible working environment
• Supportive and collaborative team culture
• Opportunity to join a well-established and growing financial planning business
• Strong long‑term career development prospects

For a confidential discussion or to apply, please get in touch.