Paraplanner

Paraplanner Newcastle upon Tyne £35,000 – £45,000 (DOE) Full-time | 9am–5pm | 1 day WFH available Are you a detail-driven Paraplanner looking to step into a genuinely client-focused, holistic planning environment? We’re working with a highly regarded independent financial planning firm in Newcastle who are looking to add an experienced Paraplanner to their growing team. This is not a transactional advice business — the firm specialises in full financial planning, working closely with clients who have been through a structured advice journey. Their approach is built on long-term relationships, high-quality advice, and doing the right thing for clients every time. An ideal opportunity for a career Paraplanner or would like to progress into advising in the future. The Role You’ll join a collaborative “pod” setup, working alongside an Adviser, Associate Adviser, and Administrator to deliver a seamless client experience. Your responsibilities will include: • Producing detailed suitability reports and financial planning recommendations • Carrying out technical research across pensions, investments, and protection • Supporting client reviews and ongoing planning work • Liaising with providers and managing client data • Ensuring all work is compliant and of a high standard About You • A minimum of 18 months experience in a similar role. • Diploma in Financial Planning (Dip PFS) – highly preferable. • Experience in a Paraplanner position within financial services / wealth management • Strong technical knowledge and report writing skills • Ideally experience within a holistic financial planning firm (though not essential) • Highly organised, analytical, and team-oriented Systems • Platforms: Fundment, Transact, Aviva (desirable) • CRM: Intelligent Office (beneficial but not essential) The Firm • Boutique, independent financial planning business • Small, close-knit team (approx. 10 employees) with a strong “family feel” culture • Structured team model to ensure support and collaboration • Focus on quality over quantity — no pressure to rush or cut corners What’s on Offer • Salary: £35,000 – £45,000 (DOE) • 26 days holiday + bank holidays (increasing with service) • 5% matched pension (increasing with service) • 1 annual wellbeing day • Flexible wellbeing benefit after probation (e.g. gym membership) • Office-based role with flexibility to work from home 1 day per week • Opportunities to progress Why Apply? This is an excellent opportunity to join a firm where: • You’ll be valued as part of a team, not just a number • The focus is on doing high-quality, meaningful work • You can develop within a supportive and professional environment