Senior Paraplanner

Location: Newcastle upon Tyne (hybrid working available) Salary: £45,000-£60,000

Overview

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

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

Team & Development

• Provide guidance and support to junior te...