Paraplanner

About the Opportunity
A leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Diploma-qualified Paraplanner in Newcastle. Working within the Financial Planning Support Team, you will provide high-quality technical and research support to a team of Financial Planners.

The Role
You will prepare suitability and review reports, produce summaries of recommendations for the processing team, and ensure all recommendations meet company standards. You will collate application forms, maintain accurate client records, and build a detailed understanding of the firm’s centralised investment proposition and internal procedures.

Key Details

• Location: Newcastle upon Tyne
• Salary: up to £45,000, dependent on experience

What We Are Looking For

• CII Level 4 Diploma
• Proven paraplanning experience within wealth management
• Ability to prepare suitability and review reports to a high standard
• Experience using CRM systems and financial planning software (Intelliflo, CashCalc, FE Analytics)
• Strong attention to detail and a methodical, compliance-focused approach