Paraplanner in Newcastle Upon Tyne

Job description

Paraplanner – Award-Winning Financial Planning Firm

Location: Newcastle (Hybrid – 2 days in-office, 3 days from home)

Salary: £35,000 - £45,000 + Quarterly Bonuses + Comprehensive Benefits

We’re working on behalf of an award-winning, privately owned Independent Financial Planning and Investment Management firm to recruit a technically proficient Paraplanner to join their growing team in Newcastle.

This firm operates at the top end of the industry with an outstanding reputation for quality and integrity. With over £5bn in client assets under management and 250+ staff across 10 UK offices, they’ve seen impressive growth and have exciting expansion plans for the years ahead.

The Role

As a Paraplanner, you'll work closely with a team of Chartered Financial Planners and Advisers to deliver top-tier technical support. This includes producing cash flow models, high-quality suitability reports, and acting as a key technical resource across the business.

Key Responsibilities

• Analyse client data and conduct in-depth research on investments and financial products
• Build cash flow models and draft tailored suitability reports
• Develop solutions and make recommendations alongside advisers
• Support with tax calculations and financial planning strategy
• Respond to technical queries from colleagues and clients
• Participate in peer reviews, client meetings (when needed), and pod/team meetings
• Support training of team members and contribute to process improvements

Requirements

• CII Level 4 Diploma in Regulated Financial Planning (minimum requirement)
• Working toward Chartered status or holding additional relevant qualifications is advantageous
• At least 3 years' experience in a paraplanning role
• Excellent written and verbal communication skills
• High attention to detail and ability to manage a busy workload
• Experience with tools such as Voyant, FE Analytics, and Curo is desirable

Why Join?

This firm offers a supportive and forward-thinking culture with low staff turnover, clear career progression pathways, and the flexibility to shape your future — whether that’s progressing into an adviser role or growing as a senior technical expert.

Benefits

• Basic salary up to £45,000 (depending on experience)
• Quarterly bonuses
• 28 days’ holiday + bank holidays
• Pension scheme
• Private Medical Insurance (PMI)
• Group Income Protection & Life Cover
• Health cash plans
• Hybrid working model (2 days in-office, 3 days remote)
• Access to a flexible benefits platform

If you're an experienced Paraplanner looking to join a high-performing team where your expertise will be truly valued, apply today to find out more.

Extra information

Status

Open

Education Level

Secondary School

Location

Newcastle Upon Tyne

Type of Contract

Part-time jobs

Published at

14-07-2025

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