Paraplanner – Hybrid role in Newcastle

About the role

We are seeking an experienced Paraplanner to join a leading wealth management firm in Newcastle on a hybrid basis. You will work closely with Financial Planners to deliver high‑quality financial planning support and help build lasting client relationships.

Key responsibilities

• Produce detailed suitability reports and financial plans for clients.
• Collaborate with the planning team to ensure advice is tailored and compliant.
• Maintain up‑to‑date client records and documentation.
• Support the team with technical research on pensions, investments and tax‑efficient strategies.

Required profile

• Proven experience as a Paraplanner within financial planning or wealth management.
• Level 4 Diploma in Regulated Financial Planning.
• Strong technical knowledge of pensions, investments, tax‑efficient planning and protection.

Required skills

• Pensions
• Investments
• Tax‑efficient planning
• Protection products
• Suitability report writing

What we offer

• Salary up to £42,000 depending on experience.
• Hybrid working with one office day per week.
• Early finish every Friday.
• Generous annual leave plus bank holidays.
• Employer‑matched pension, death‑in‑service cover and income protection.
• Healthcare benefits and access to GP services.
• Ongoing training through an internal academy.
• Supportive, collaborative team environment.