Senior Paraplanner

Exchange Street Claims ltd; Newcastle; Hybride; AUD 91 000 - 111 000; Plein temps

Avantages offerts par ce poste

Exam funding

Professional development

Hybrid work

Office/home split

Résumé du poste

Exchange Street Financial Services Ltd is hiring a Paraplanner to join a busy technical planning team. You will work with Financial Advisers to formulate advice for high‑value clients across pensions, investments, tax planning, trusts and protection.

The role includes product research, report writing and mentoring junior staff. After training, the position offers hybrid work (two days in the office, three days at home) with a clear route into financial advice and funded qualifications.

Qualifications

• Paraplanning experience or near completion of Level 4 Diploma in Financial Planning.
• Strong report writing and research skills.
• Ability to mentor junior team members and manage a steady caseload.

Responsabilités

• Form suitable advice across pensions, investments, tax planning, trusts and protection.
• Complete product research and write reports using the in-house planning system and templates.
• Mentor and train junior team members; support advisers in a hybrid working environment.

Connaissances

Paraplanning

Report writing

Mentoring

Research

Formation

Level 4 Diploma in Financial Planning

Outils

Planning system

Description du poste

Most paraplanning roles offer a salary, discretionary bonus (if you're lucky) and a vague promise about progression.

This one is different.

Here, you'll receive a salary of £up to £52,000.

And if your longer-term ambition is to become a Financial Adviser, there is a clear route into advice, with support and funding for further qualifications.

THE JOB

You'll join a busy technical planning team that currently includes six Paraplanners. Two additional roles have been approved because the volume of work continues to grow.

This team deals with the more complex cases, including higher-value clients and advice requiring more detailed calculations or technical input.

Working closely with Financial Advisers, you'll help formulate suitable advice across areas including:

• Pensions
• Investments
• Tax planning
• Trusts
• Protection

You'll complete the product research and report writing, using the company's in-house planning system and established report templates.

There is no cashflow modelling involved.

Once you're fully trained, you'll work on a hybrid basis, spending two days each week in the office and the days at home.

You'll also be comfortable mentoring and training junior members of the team.

WHAT YOU'LL NEED

Ideally, you'll already hold the Level 4 Diploma in Financial Planning.

However, applications are also welcome from experienced Paraplanners who are close to completing it.

You'll need to be comfortable managing a steady caseload, working accurately and dealing with advice that can be more technical than the average paraplanning role.

PACKAGE

• Salary to £52,000
• Hybrid working after training
• Two days in the office and three days at home
• Exam funding and continued professional development
• Longer-term opportunity to progress into financial advice

This is a well-established UK financial services business providing financial advice, wealth management and investment solutions. Advisers retain a degree of independence while receiving the infrastructure, technical support and resources of a larger group.