Job Details

Reference ID 1662
Vacancy Location Newcastle
Job sector
Job type
Remuneration Salary of £35,000 plus bonus and benefits


This hybrid-based Paraplanner
job in Newcastle is suitable for an individual looking to be part of a growing
company and assist in providing excellent financial planning solutions.

You will be providing
paraplanning support to their team of Financial Advisors who provide holistic
financial planning to clients. In addition, they regularly provide cashflow
modelling to their clients.

As a Paraplanner, you would be
focused on providing research, analysis and report writing support to assist
the Financial Advisors in delivering quality, appropriate and compliant financial
planning. Your duties will include:

  • Preparing pre-approval
    documents prior to report writing, ensuring recommendations are appropriate
  • Providing accurate, timely
    and compliant suitability reports
  • Utilising technology to
    produce accurate solutions
  • Undertake financial
    calculations including CGT and annual allowances
  • Ensuring al advice documentation
    is compliant
  • Effectively communicating
    internally and externally
  • Working closely with the
    Financial Adviser’s to gather sufficient information
  • Provide clear instructions
    to the team of Administrators to ensure proposals and documents are completed

The business has a strong focus
on allowing their individuals to grow and develop and would openly support your
progression. Due to their growing scale and people focus, they are open minded
to support your development into whichever area you desire, whether that is
into advice, compliance, management etc.

Paraplanner Requirements

  • You should have experience as a Paraplanner
  • You should good knowledge of financial planning and have experience
    of writing bespoke pieces of advice for complex cases
  • You should be confident undertaking research and financial calculations
  • You should hold your Level 4 Diploma in Financial Planning (or
    equivalent) or be willing to work towards this (support provided)

The Company

This growing IFA firm is led by
highly respected names within the industry, accompanied with the backing of a
private equity firm. They are currently on a rapid growth phase of the
business, with already £4.5bn of AuM, which will continue to grow. They openly
recognise to achieve such success is dependent on having the right people in
the business, as such they are looking to build a strong team of passionate and
skilled team members.

Paraplanner Benefits

  • Salary of £35,000 plus company benefits
  • Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee
    Assistance Programme, Medicash, 5% pension (matched up to 10%), 10% discretionary
    annual bonus and 24 days holiday + BHs, rising by 1 day per year up to 30
  • Hybrid working
  • 37.5 hours per week
  • Excellent career progression, with individual development plans
    shaped around your desired career path



Call us now on 0208 0044 154 or
click Apply

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