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.