Paraplanner

Paraplanner Newcastle upon Tyne £35,000 - £45,000 (DOE) Full-time 9am-5pm 1 day WFH availableAre you a detail-driven Paraplanner looking to step into a genuinely client-focused, holistic planning environment?We''re working with a highly regarded independent financial planning firm in Newcastle who are looking to add an experienced Paraplanner to their growing team.This is not a transactional advice business - the firm specialises in full financial planning, working closely with clients who have been through a structured advice journey. Their approach is built on long-term relationships, high-quality advice, and doing the right thing for clients every time.An ideal opportunity for a career Paraplanner or would like to progress into advising in the future.The RoleYou''ll join a collaborative "pod" setup, working alongside an Adviser, Associate Adviser, and Administrator to deliver a seamless client experience.Your responsibilities will include:Producing detailed suitability reports and financial planning recommendationsCarrying out technical research across pensions, investments, and protectionSupporting client reviews and ongoing planning workLiaising with providers and managing client dataEnsuring all work is compliant and of a high standardAbout YouA minimum of 18 months experience in a similar role.Diploma in Financial Planning (Dip PFS) - highly preferable.Experience in a Paraplanner position within financial services / wealth managementStrong technical knowledge and ..... full job details .....