Paraplanner
Job in
Newcastle Upon Tyne, Newcastle, Tyne and Wear, NE125, England, UK
Listed on 2026-06-26
Listing for:
Reed
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
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?
- Hybrid working - 3 days in the office, remainder remote
- Up to £50,000 salary (DOE)
- 25 days holiday + bank holidays
- Life assurance, income protection, pension & flexible benefits
- A collaborative, supportive environment recognized as one of the Best Places to Work
What you'll do:
- Produce detailed suitability reports and cashflow models
- Analyse client information and construct tailored financial solutions
- Support advisers with technical queries and attend client meetings when required
- Contribute to process improvements and team training
What we're looking for:
- CII Level 4 Diploma (Chartered status or working towards is a plus)
- Minimum 5 years' paraplanning experience
- Strong technical knowledge across financial products
- Excellent communication and attention to detail
- Experience with Curo, FE Analytics, Voyant is advantageous
This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.
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