Paraplanner

Paraplanner

Newcastle upon Tyne - Hybrid Working Available

Salary: Competitive, depending on experience

Are you an experienced Paraplanner looking for more than just another technical role?

We're recruiting on behalf of a highly regarded and growing financial planning practice in Newcastle that is seeking an ambitious Paraplanner to become a key part of its future success. This is an exciting opportunity for someone who enjoys producing high-quality financial planning recommendations but is also keen to broaden their responsibilities and progress into a Practice Manager/Office Manager position over time.

This role offers a genuine long-term career pathway, providing exposure not only to technical financial planning but also to the operational and strategic side of running a successful advice business.

The Role

Working closely with Financial Advisers, you will be responsible for delivering comprehensive paraplanning support across pensions, investments, protection and retirement planning.

Key responsibilities include:

• Producing suitability reports and recommendation letters


• Conducting technical research and analysis


• Preparing cashflow modelling reports


• Reviewing existing pensions and investment arrangements


• Supporting advisers with client recommendations and planning strategies


• Liaising with providers and third parties


• Ensuring all documentation meets regulatory and compliance standards


• Supporting the end-to-end client journey from recommendation through to implementation

As you develop within the role, you will also have the opportunity to become increasingly involved in:

• Business operations and workflow management


• Process improvement initiatives


• Team coordination and practice administration


• Compliance oversight and business support functions


• Strategic planning and business growth initiatives

About You

To be considered, you must have:

• A minimum of 3 years' experience in a full Paraplanner role within a Financial Planning or Wealth Management firm


• Strong technical knowledge across pensions, investments, retirement planning and protection


• Experience writing high-quality suitability reports


• Excellent communication and organisational skills


• The ability to work independently and manage multiple priorities

Qualifications are flexible. Whether you hold the Diploma or are currently working towards professional qualifications, the key requirement is proven technical paraplanning experience and the ability to produce high-quality client recommendations.

What's on Offer?

• Competitive salary and benefits package


• Supportive and collaborative team environment


• Professional development support


• Genuine progression into a Practice Manager/Office Manager position


• Opportunity to influence the future growth and success of the business

Apply Now

If you're an experienced Paraplanner who enjoys the technical side of financial planning but is looking for a broader career opportunity with genuine progression into management, we'd love to hear from you.

Apply today or contact Reed Financial Services for a confidential discussion.

This listing is from Reed. View original listing ↗