Paraplanner

Lime Professional Services; North East; Hybrid; GBP 60,000 - 81,000; Full time

Benefits offered by this job

25 days holiday

Annual pay review

Flexible working hours

Remote working possible

Training and qualifications sponsor

Study days

Social events

Job summary

Lime Professional Services is seeking a Senior Paraplanner for our Newcastle-based client. You will deliver paraplanning support across financial planning, pensions, and inheritance tax, working with advisers to develop comprehensive plans.

The role offers office, hybrid, or remote options, full-time hours, and a strong benefits package including progression and training. Experience with tax calculations and report writing is valued.

Qualifications

• Paraplanner with 3–4 years experience preferred.
• Diploma in Paraplanning in progress considered.

Responsibilities

• Prepare analysis of client portfolios and present findings.
• Provide technical support to Advisers and research appropriate advice.
• Complete calculations (income tax, IHT, CGT, pensions).
• Prepare Recommendation Reports and related documentation.
• Ensure compliance with procedures and maintain client service standards.

Skills

Paraplanning

Financial planning

Tax calculations

Report writing

Compliance

Client liaison

Education

Diploma in Paraplanning (in progress)

Job description

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax and also working with the NHS.

We are urgently seeking a Senior Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.

Specifically you will be responsible for:

• Preparing analysis of client s existing portfolio
• Provision of technical support to Advisers
• Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
• Working closely with the Adviser to research and formulate appropriate advice
• Preparation of Recommendation Reports and supplementary documentation
• Technical calculations, specifically around tax and NHS pensions
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.

A great salary and working environment is offered along with a great benefits structure as below:

• A full-time position
• Up-to £70,000 gross per annum (depending upon experience level)
• 25 days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9-5.30pm, access to flexible working hours when required, and remote working possible (2-3 days / week)
• Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser
• Full sponsorship for financial advice qualifications
• Study days for relevant examinations
• Company social events