Job Description

Senior Paraplanner

Location: Newcastle upon Tyne (hybrid working available)

Salary: £45,000-£60,000

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

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  Conduct research across pensions, investments, protection, and tax planning
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  Prepare suitability reports and client documentation to a high standard
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  Produce cashflow modelling and financial calculations
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  Support Financial Planners in developing suitable client recommendations
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  Ensure all work is compliant, clear, and client-focused
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  Identify additional planning opportunities where appropriate

Team & Development

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  Provide guidance and support to junior team members
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  Share knowledge and contribute to a collaborative team environment
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  Maintain and develop technical knowledge through ongoing learning
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  Support improvements to processes and report templates

Skills & Experience

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  Proven paraplanning experience within financial planning/wealth management
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  Strong knowledge of financial planning products and advice areas
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  Level 4 Diploma (or equivalent) required
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  Progression towards Chartered status desirable
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  Strong attention to detail, organisation, and communication skills
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  Experience with cashflow modelling and back-office systems preferred

Additional Information

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  No direct line management, but mentoring of junior staff expected
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  Opportunity to work on complex cases and develop technical expertise