Paraplanner

Recruit Wealth Ltd; Walbottle; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A national financial planning business is seeking a Paraplanner for their Newcastle Upon Tyne regional hub. This hybrid role involves compiling financial reports, supporting Financial Planners, and maintaining client records. Candidates should have experience in financial advice, along with strong analytical and communication skills. The position offers various benefits, including a flexible working arrangement and career growth opportunities.

Benefits

Quarterly paraplanning bonuses

25 days holiday plus bank holidays

Day off for your Birthday

Study support for professional industry exams

Progression opportunities

Flex/Hybrid working

Qualifications

• Experience in a financial advice firm is essential.
• Outstanding communication skills at all levels.
• Experience of working as part of a team.

Responsibilities

• Compile detailed financial planning reports for clients.
• Support Financial Planners with research on products.
• Maintain client records on company software.

Skills

Paraplanning skills

Analytical skills

Communication skills

Organisational abilities

IT proficiency

Education

Diploma qualification

Tools

IO/Intelligent Office software

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now.

This newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices.

Responsibilities:

• Compiling detailed financial planning reports for the Financial Planners to present to clients
• Support the Financial Planners by conducting research on products and helping find the right solutions for clients
• Assisting with reviews and requests, acting as a point of contact for clients technical day‑to‑day queries
• Arranging for plans to be submitted to company providers
• Maintain client records on company software, ensuring all files are well‑presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Role Requirements:

• Experience in a financial advice firm and paraplanner skills is essential.
• Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience.
• Experienced in using IO/Intelligent Office software ideally
• A reliable individual who has the ability to manage and prioritise workloads.
• Outstanding communication skills at all levels.
• Analytical and problem‑solving skills.
• Experience of working as part of a team.
• Excellent organisational and multi‑tasking abilities are essential.
• Flexibility/ adaptability to cope with change.
• Confident with IT and office software packages Word, Excel, PowerPoint.

Benefits of joining the business:

• Quarterly paraplanning bonuses
• 25 days holiday plus bank holidays
• Day off for your Birthday
• Annual salary reviews
• Staff awards
• Study support for professional industry exams
• Adviser Academy if desired
• Progression
• Holiday Purchase Scheme
• Life Assurance
• Private pension
• Corporate Eyecare cover
• Flex/Hybrid working

This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response