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Job Title: Paraplanner
Location: Newcastle
Salary: £33,000+
 
Overview:

A lively Wealth Management Practice in Newcastle is seeking an experienced Paraplanner to join their growing team.
 
This role offers flexible working hours and excellent opportunities for personal development within a supportive and ambitious environment.

What will you do?

Provide research and technical support to Advisors.
Prepare suitability reports, illustrations, and financial documentation.
Ensure all reports comply with FCA guidelines.
Collaborate with the wider team to ensure smooth business processing.
Stay updated on products and regulatory changes. What do you need?

Previous experience working as a Paraplanner
Strong technical knowledge of financial products and compliance.
Proficiency with IT systems (Salesforce, Microsoft Office).
Excellent communication and organisation skills. What’s included?

Competitive salary £33,000 and above (DOE)
Private Health Care and Life insurance benefits
Extended Christmas to New Year closure (no need to save holiday)
Flexible working hours
Lively, social, supportive team environment
Opportunities for personal and professional development This role is perfect for an experienced Paraplanner looking for career growth in a forward-thinking practice