Paraplanner – Newcastle (Hybrid Working)

Salary: Up to £50,000 + Benefits
Location: Newcastle upon Tyne

Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options.

What’s in it for you?

• Hybrid working – 3 days in the office, remainder remote
• Up to £50,000 salary (DOE)
• 25 days holiday + bank holidays
• Life assurance, income protection, pension & flexible benefits
• A collaborative, supportive environment recognized as one of the Best Places to Work

What you’ll do:

• Produce detailed suitability reports and cashflow models
• Analyse client information and construct tailored financial solutions
• Support advisers with technical queries and attend client meetings when required
• Contribute to process improvements and team training

What we’re looking for:

• CII Level 4 Diploma (Chartered status or working towards is a plus)
• Minimum 5 years’ paraplanning experience
• Strong technical knowledge across financial products
• Excellent communication and attention to detail
• Experience with Curo, FE Analytics, Voyant is advantageous

This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.