Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Newcastle (Hybrid)

Salary: Up to £48,000 (depending on experience)

Job Reference: 10507

Job Description

Recruit UK is working on an excellent opportunity for a Paraplanner to join our nationwide wealth management client in their Newcastle office on a hybrid basis.

This growing and successful wealth management firm is looking for an experienced, detail-oriented Paraplanner to join its expanding technical paraplanning team. This is an opportunity to develop your technical expertise within a collaborative and supportive environment where professional development, work-life balance, and delivering exceptional client outcomes are at the heart of the business.

Working closely with a team of Financial Planners, you’ll play a key role in producing high-quality financial planning support, helping to deliver tailored advice and build long-lasting client relationships.

What’s in it for you?

• Salary up to £48,000 depending on experience
• Hybrid working with only one office day per week
• Early finish every Friday
• Very generous annual leave plus bank holidays
• Employer-matched pension contributions
• 4x salary death-in-service cover
• Income protection for up to five years
• Healthcare benefits, including GP access and more
• Ongoing training and career development through an internal academy
• Friendly, supportive and collaborative working environment

Skills and experience required:

• Proven experience as a Paraplanner within financial planning or wealth management
• Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge of pensions, investments, tax-efficient planning and protection
• Excellent suitability report writing skills

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working on a Paraplanner opportunity based in Newcastle.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or, if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.