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Paraplanner / Trainee Financial Planner

  • Tyne and Wear, Newcastle-upon-Tyne
  • Permanent
  • up to £52,000 plus company benefits and bonus

Job details.

Paraplanner (Progression to Advice role within 18 months) - Top National Financial Planners - Newcastle, Hybrid

up to £52,000 + Bonus + Benefits (potentially flexible)

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be based in Newcastle with a hybrid flexible working agreement and successful candidates will be offered the opportunity to progress into a client facing Financial Planner position within 18 months.

The role:

  • Our client is a highly reputable Wealth Manager with offices across the UK.
  • Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners in Newcastle.
  • You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.


  • Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.
  • You must have previous Paraplanning experience and should be a competent report writer

On offer

  • Competitive salary depending on experience, up to around £52,000 depending on experience and qualifications
  • The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation and candidates looking to move into Advice will be given the opportunity within 18 months
  • If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
  • The company offer a comprehensive benefits package including PHI, Pension, Life Assurance, Income Protection and flexi bens
  • They will also pay an annual discretionary bonus
  • This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
  • You will be joining a well-known and highly respected organisation with excellent career development opportunities.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

Contact Us

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