This job is no longer available
This job expired on 25/09/2026. It no longer accepts applications.
Paraplanner – Hybrid – Up to £50,000
Reed · Newcastle upon Tyne
Job description
About the role
We are seeking an experienced Paraplanner to join a leading financial planning and investment management firm in Newcastle upon Tyne. The role offers hybrid working and a supportive, award‑winning culture where your technical expertise will be valued.
Key responsibilities
- Produce detailed suitability reports and cash‑flow models.
- Analyse client information and construct tailored financial solutions.
- Support advisers with technical queries and attend client meetings as required.
- Contribute to process improvements and team training initiatives.
Required profile
- CII Level 4 Diploma (Chartered status or working towards it is a plus).
- Minimum 5 years of paraplanning experience.
- Strong technical knowledge across financial products.
- Excellent communication and attention to detail.
- Experience with Curo, FE Analytics, or Voyant is advantageous.
Required skills
- Curo
- FE Analytics
- Voyant
What we offer
- Hybrid working – three days in the office, the rest remote.
- Salary up to £50,000 (DOE).
- 25 days holiday plus bank holidays.
- Life assurance, income protection, pension and flexible benefits.
- Collaborative environment recognised as a Best Place to Work.
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Reed
Newcastle upon Tyne