Paraplanner

Job Title

Paraplanner

Newcastle Upon Tyne (Hybrid)

£35,000 - £45,000

• Early Finish Fridays
• Flexible Hybrid Working
• Generous Holidays
• Birthday Off
• Protection Benefits

Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment?

We’re working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they’re growing.

You will play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.

• Writing detailed, tailored suitability reports
• Conducting cash flow forecasting and financial analysis
• Researching providers, products, and solutions
• Collaborating with advisers and supporting clients with clarity and care
• Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings

• Paraplanning experience within a Financial Planning firm
• Level 4 Diploma qualified
• Confident communicator, written and verbal, with a client-focused mindset
• Strong technical knowledge of pensions, investments, and FCA regulations

If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we’d love to hear from you.