Paraplanner

About the Role

An established national financial planning firm is seeking an experienced Paraplanner to join their team based in Newcastle upon Tyne. The company, known for its strong industry reputation, offers a supportive and collaborative work environment situated in a modern, centrally located office near the metro line.

Key Responsibilities and Environment

As a vital member of the paraplanning team, you will contribute to a professional and calm workplace where teamwork is highly valued. The employer provides ongoing support, regular one-on-one meetings, and clear pathways for career advancement within a respected organization.

Requirements

• Possession of a Level 4 Diploma, preferably via the Chartered Insurance Institute (CII).
• Prior paraplanning experience in an Independent Financial Adviser (IFA) practice.
• Strong analytical skills combined with effective communication abilities.
• A positive and proactive mindset.

Compensation and Benefits

• Salary ranging between £40,000 and £50,000 annually.
• Bonus opportunities up to 10% of salary.
• Hybrid working arrangements available.
• Generous holiday entitlement.
• Support for exam preparation, including bonuses for passing exams on the first attempt, particularly for Chartered status.
• Private medical insurance.
• Income protection.
• Death in Service benefit.
• Career development prospects.
• Additional benefits beyond those listed.