Paraplanner

Job Title: ParaplannerLocation: Newcastle Upon Tyne (Hybrid)Salary: £35,000 - £45,000Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection BenefitsAre you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment?We''re working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they''re growing.You''ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.What you''ll be doing:Writing detailed, tailored suitability reportsConducting cash flow forecasting and financial analysisResearching providers, products, and solutionsCollaborating with advisers and supporting clients with clarity and careHelping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settingsWhat we''re looking for:Paraplanning experience within a Financial Planning firmLevel 4 Diploma qualifiedConfident communicator, written and verbal, with a client-focused mindsetStrong technical knowledge of pensions, investments, and FCA regulationsIf you''re looking for a role where your expertise will be valued, your career will be supported, and your ..... full job details .....