Paraplanner

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.