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.
