Senior Paraplanner

Senior Paraplanner

Location: Newcastle (other UK Offices available)

Sector: Wealth Management / Financial Planning

Full-time Permanent Hybrid after 6 months

We're working with a well-established wealth management firm looking to bring in an experienced Senior Paraplanner to support their Wealth Planning team.

This is a key role focused on delivering high-quality technical support, complex research, and suitability reporting to ensure excellent client outcomes.

Key Responsibilities

• Conduct detailed research across pensions, investments, protection, and tax planning
• Prepare clear, compliant suitability reports and client documentation
• Support Wealth Planners with complex cases and cashflow modelling
• Identify future planning opportunities for clients
• Mentor and support junior paraplanners
• Contribute to process improvements and team development

Requirements

• Diploma in Regulated Financial Planning (Level 4 minimum)
• Strong experience across core financial planning areas
• Proven track record in paraplanning within a wealth management environment
• Experience with cashflow modelling (desirable)
• Strong technical knowledge and attention to detail

What's on Offer

• Opportunity to work on complex, high-value cases
• Support towards Chartered status
• Collaborative and professional team environment
• Ongoing training and development

If you're an experienced paraplanner looking to step into a more senior, influential role, we'd love to hear from you.