Senior Paraplanner

Senior Paraplanner Location: Newcastle upon Tyne Salary: 45,000 - 58,000 (DOE) Type: Full-time, PermanentAre you ready to take your Paraplanning career to the next level? Join a leading, award-winning wealth management firm with a reputation for innovation, integrity, and putting clients first. We''re seeking a Senior Paraplanner who thrives in a collaborative, forward-thinking environment and is passionate about driving excellence in financial planning.About the Opportunity: You''ll play a pivotal role in supporting a team of highly skilled advisers, while also mentoring and developing a talented team of Paraplanners. This is a fantastic opportunity to shape processes, champion best practice, and make a real impact in a business that values your expertise and ideas.What You''ll Do:Lead and enhance technical research, report writing, and process improvement to boost team efficiency.Mentor, train, and support Paraplanners and Technicians, from induction through ongoing development.Oversee workflow, ensuring all work meets FCA and compliance standards.Stay ahead of industry changes, updating suitability templates and ensuring advice remains current and compliant.Conduct in-depth technical research and analysis to support advisers and deliver outstanding client outcomes.Prepare cashflow modelling and suitability reports for a range of financial planning scenarios.Draft clear, compliant suitability letters and ensure timely delivery of all client documentation.Support advisers ..... full job details .....