Paraplanner

Level 4 Qualified Paraplanner | Up to £45,000 | Hybrid Working (3 Days Office-Based – Newcastle)

Join a fast-growing, highly respected financial planning firm and take your paraplanning career to the next level.

Are you a Diploma-qualified Paraplanner seeking your next challenge in a firm that truly values your expertise? This is an outstanding opportunity to join a dynamic, client-focused wealth management business offering structured career development, flexible hybrid working, and a commitment to technical excellence.

Based in modern offices in Chester, this role is perfect for a technically capable professional looking to contribute to a high-performing advisory team and continue progressing towards Chartered status in a supportive and collaborative environment.

Why This Opportunity Stands Out

Salary up to £45,000 depending on experience
Hybrid working model – 3 days in the office, 2 from home (post-training)
Be part of a well-established, fast-growing firm with long-term progression
Inclusive, team-oriented culture with emphasis on development and quality

What You’ll Be Doing

As a Paraplanner, you’ll be a key part of the financial planning process, working alongside advisers to deliver tailored solutions to a broad range of clients. Your responsibilities will include:

Preparing high-quality suitability reports and investment proposals
Conducting in-depth technical research across pensions, investments, tax, protection, and estate planning
Utilising tools such as Intelliflo Office and Genovo to model scenarios and produce documentation
Reviewing client fact-finds, objectives, and existing arrangements to develop appropriate strategies
Ensuring full FCA compliance and maintaining accurate client records
Keeping abreast of industry changes, product developments and regulatory updates

What You’ll Need to Succeed

Essential Qualifications:

Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
Commitment to continued professional development – support provided for Chartered status

Experience and Skills:

Strong working knowledge of UK pensions, investments, IHT, and personal taxation
Experience within an IFA, wealth management or financial planning environment
Ability to interpret financial data, perform basic tax calculations, and assess client needs
Proficiency in Microsoft Office and experience using financial planning software (e.g. Intelliflo, Genovo)
Strong communication skills and ability to work collaboratively in a team setting

What’s In It for You

Competitive salary up to £45,000 (DOE)
Hybrid working – 3 days office-based in Newcastle
Study support for advanced qualifications (e.g. Chartered status)
A clear career pathway within a growing, forward-thinking firm
Inclusive and team-driven culture with regular development check-ins
Pension, holiday allowance, and additional company benefits

If you’re ready to elevate your paraplanning career in a professional environment that values technical excellence and personal growth, apply now to explore this exciting opportunity.