Senior Paraplanner - AI-Supported Path to Financial Planner

CareerPoster; Newcastle upon Tyne; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Wellbeing benefits

Structured onboarding

Funded professional development

26 days holiday + bank holidays

Matched pension contributions

Job summary

The FIMS Consultancy is representing a growing boutique financial planning practice in Newcastle, seeking an experienced Senior Paraplanner to join its friendly Gosforth team. You will use Voyant cashflow modelling, technical knowledge and professional judgement to help clients understand where they are, where they want to go and how they can get there.

This is not a report-writing factory. AI supports meeting notes and reports, but you will add value through analysis, planning and personalised

Qualifications

• Hold the Level 4 Diploma in Financial Planning.
• Paraplanning experience; five years is a useful benchmark, but not mandatory.
• Proficiency with cashflow modelling and financial planning processes.

Responsibilities

• Analyse clients’ circumstances, objectives and existing arrangements.
• Produce detailed cashflow models using Voyant.
• Research pensions, investments and planning solutions.
• Help develop suitable financial planning strategies.
• Produce clear, personalised suitability reports.
• Attend client meetings where appropriate.
• Mentor less-experienced colleagues.

Skills

Paraplanning

Cashflow modelling

Pensions research

Investments research

Financial planning

Education

Level 4 Diploma in Financial Planning

Tools

Voyant

Job description

The FIMS Consultancy is representing a growing boutique financial planning practice in Newcastle, seeking an experienced Senior Paraplanner to join its friendly Gosforth team. You will use Voyant cashflow modelling, technical knowledge and professional judgement to help clients understand where they are, where they want to go and how they can get there.

This is not a report-writing factory. AI supports meeting notes and reports, but you will add value through analysis, planning and personalised