Paraplanner

Location: Newcastle upon Tyne
Hybrid Working: 1 day office / 4 days home
Salary: 55,000 Basic + Bonus (OTE 80,000)

The Opportunity

Due to significant growth, we are recruiting a number of Paraplanners to join a rapidly expanding Technical Planning Team within one of the UK's leading wealth management businesses.

This team plays a crucial role in supporting financial advisers by producing high-quality Advice Reports and technical recommendations, allowing advisers to spend more time meeting clients and less time on administration.

With adviser numbers increasing and substantial growth plans in place, this is an opportunity to join a business that is investing heavily in its paraplanning function and offering genuine earning potential.

The Role

Working as part of an established team, you will be responsible for producing Advice Reports and technical recommendations across a broad range of financial planning areas, including:

• Pensions
• Investments
• Retirement Planning
• Protection
• Tax Planning
• Wealth Management Solutions

You will analyse client information, assess objectives and circumstances, conduct research and produce clear, compliant suitability reports that support advisers in delivering high-quality financial advice.

What's Different About This Opportunity?

Unlike many traditional paraplanning roles, there is a strong performance-related earning opportunity.

Paraplanners receive additional payments for completed Advice Reports, with many team members producing around two reports per day.

This means:

• 55,000 basic salary
• Realistic OTE of circa 80,000
• Clear link between output and earnings

About You

We would be interested in speaking with candidates who are:

• Level 4 Diploma qualified
• Part-qualified and actively studying
• Qualified by experience within a paraplanning role

You will ideally have experience producing suitability reports and supporting advisers within a regulated wealth management environment.

Benefits

• 55,000 basic salary
• OTE circa 80,000
• Hybrid working (1 day office / 4 days home)
• Established and growing technical planning team
• Long-term career progression
• Supportive and collaborative culture