Senior Paraplanner — Remote/Hybrid Financial Planning

Lime Professional Services; Wallsend; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Hybrid/remote working

Salary up to £70,000

25 days holiday + bank holidays

Training sponsorship for financials

Job summary

Lime Professional Services in the United Kingdom is seeking a Senior Paraplanner to join an established Independent Chartered Financial Advisory firm based in Newcastle. You will provide paraplanning support to several Advisers and help design, develop and implement comprehensive financial plans for clients.

This full-time role offers hybrid or remote working (2–3 days per week remote), a salary up to £70,000 with annual reviews, 25 days holiday plus bank holidays, and ongoing training including

Qualifications

• 3–4 years of paraplanning experience or equivalent hands-on report writing.
• Diploma progress acceptable; fully qualified preferred.
• Strong analytical and research skills; experience with financial products and markets.

Responsibilities

• Prepare analyses of client portfolios and financial positions.
• Provide technical support to Advisers on recommendations.
• Perform taxation, pension, IHT, and cashflow calculations.
• Research and help formulate suitable advice with Advisers.
• Prepare Recommendation Reports and supporting documents.
• Maintain compliance with procedures and high client service standards.
• Liaise with product providers, account managers and clients.
• Develop knowledge of financial products to meet regulatory requirements.

Skills

Paraplanning

Financial analysis

Report writing

Technical calculations

NHS pension knowledge

Compliance

Education

Diploma in Paraplanning

Job description

Lime Professional Services in the United Kingdom is seeking a Senior Paraplanner to join an established Independent Chartered Financial Advisory firm based in Newcastle. You will provide paraplanning support to several Advisers and help design, develop and implement comprehensive financial plans for clients.

This full-time role offers hybrid or remote working (2–3 days per week remote), a salary up to £70,000 with annual reviews, 25 days holiday plus bank holidays, and ongoing training including