Paraplanner in Newcastle Upon Tyne

Job description

Paraplanner

Location: Newcastle

Salary: Up to £42,000 + Discretionary Bonus

Working Pattern: Hybrid (Flexible home/office working)

Are you a Paraplanner looking to join a forward-thinking and fast-growing wealth management firm? This is your opportunity to be part of a dynamic team in Newcastle that’s experiencing strong growth across revenue, headcount, and assets under management in 2024.

IDEX Consulting is proud to be partnered with a highly respected financial advisory group that is expanding its paraplanning team as part of its strategic growth.

What You’ll Be Doing:

• Collaborating closely with advisers to gather and analyse client information
• Preparing detailed pre-approval documentation ahead of suitability report writing
• Producing compliant, high-quality suitability reports tailored to individual client needs
• Leveraging the latest financial technology to build accurate, efficient solutions
• Ensuring all documentation aligns with FCA regulatory standards

What We’re Looking For:

• Level 4 Diploma in Financial Planning (or working towards it)
• A detail-oriented professional with a strong understanding of compliance and suitability requirements
• Someone who thrives in a collaborative environment and takes pride in delivering high-quality work

Why Join?

• Clear and supported career progression – whether you aspire to become an adviser or take a senior role within the paraplanning/support structure
• Work in a people-first environment that truly values its employees
• Competitive salary with performance-based discretionary bonuses
• Hybrid working model that offers flexibility and work-life balance

If you're ready to take the next step in your paraplanning career with a firm that invests in your future, we’d love to hear from you.

Extra information

Status

Open

Education Level

Secondary School

Location

Newcastle Upon Tyne

Type of Contract

Part-time jobs

Published at

09-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English