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Opportunity: Paraplanner
Location: Newcastle-Under-Lyme
Salary: £35,000 - £40,000
Do you love the detail of financial planning but want to feel part of something bigger?
We’re working with a values-driven, growing financial planning group with offices across the Midlands, and we’re looking for a Paraplanner who wants to make a real difference to clients’ lives.
You won’t just be producing reports, you’ll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It’s about enriching lives, building trust, and helping people plan for a life well lived.
Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real.
You will be:
- Working closely with Financial Planners to prepare compliant, high-quality suitability reports
- Conducting research and analysis using industry tools
- Producing cashflow models to support recommendations
- Supporting client journey’s by providing insight, clarity, and technical expertise
- Helping ensure we deliver on our promise of excellent client outcomes
About you:
- At least 2 years’ Paraplanning experience in an IFA environment
- Level 4 Diploma qualified (or working towards)
- Strong technical knowledge across a range of financial products
- A team player who thrives in a supportive and growth-focused environment
What’s in it for you:
- Holiday rising with service
- DIS and Income Protection
- Employee Assistance Programme and Financial Wellbeing
- Flexible working
- Further exam support
- Supportive and collaborative environment
If this opportunity piques your interest, please reach out or apply for a confidential chat.
Thank you.
