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  • Newcastle-upon-Tyne, Newcastle upon Tyne
  • Permanent
  • up to £38,000 plus company benefits

Job details.

Paraplanner - Newcastle

to £38,000 + Comprehensive company Benefits package

We are currently working with an international Wealth and Investment Management business to recruit for an experienced Paraplanner to join their team in Newcastle. 

Due to ongoing expansion over the past couple of years, the firm now requires a professional candidate with Paraplanning experience in the financial planning or wealth management sector to join the business to provide report writing and research assistance to the Financial Planners in Newcastle. The Newcastle office is currently small but it is an area of growth for the business and they expect to add a number of team members this year.


  • Minimum 1 years' previous experience as a Paraplanner 
  • Excellent report writing skills
  • Candidates will ideally be Diploma qualified as a minimum, although experienced individuals studying towards this will be considered

Key tasks and responsibilities within this role will include:

  • Carry out research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management 

  • Prepare client centric suitability reports and otherdocumentation, adhering to the Company’s processes and compliance framework. 

  • Be proactive in supporting the Wealth Planners and take the initiative to maintain your technical knowledge, keeping updated on developments and movements in the financial markets and industry

On offer: 

  • This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career in the future.
  • You will be supported to undertake all financial planning exams.
  • Competitive basic salary of up to £38,000, negotiable depending on experience
  • Pension, PMI, Income Protection, Flexi Benefits
  • 25 Days Holiday plus Bank Holidays
  • Hybrid working, 3 days per week in office: 2 at home
  • Working hours are 8:30-5pm, 37.5 hrs/ week


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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