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Senior Paraplanner
Job Posted: a month ago
Salary: £ 45,000 - 58,000 / Annum
Job Type: Permanent
Location: Newcastle upon Tyne, Tyne and Wear
Expire in: 2 days
Job Description
Senior Paraplanner
Location: Newcastle upon Tyne
Salary: £45,000 - £58,000 (DOE)
Type: Full-time, Permanent
Are you ready to take your Paraplanning career to the next level? Join a leading, award-winning wealth management firm with a reputation for innovation, integrity, and putting clients first. We're seeking a Senior Paraplanner who thrives in a collaborative, forward-thinking environment and is passionate about driving excellence in financial planning.
About the Opportunity:
You'll play a pivotal role in supporting a team of highly skilled advisers, while also mentoring and developing a talented team of Paraplanners. This is a fantastic opportunity to shape processes, champion best practice, and make a real impact in a business that values your expertise and ideas.
What You'll Do:
Lead and enhance technical research, report writing, and process improvement to boost team efficiency.
Mentor, train, and support Paraplanners and Technicians, from induction through ongoing development.
Oversee workflow, ensuring all work meets FCA and compliance standards.
Stay ahead of industry changes, updating suitability templates and ensuring advice remains current and compliant.
Conduct in-depth technical research and analysis to support advisers and deliver outstanding client outcomes.
Prepare cashflow modelling and suitability reports for a range of financial planning scenarios.
Draft clear, compliant suitability letters and ensure timely delivery of all client documentation.
Support advisers with technical notes for client meetings and, where appropriate, attend meetings to provide expertise.What We're Looking For:
Proven experience in a Paraplanning role, ideally with team leadership or mentoring responsibilities.
Strong technical knowledge of UK financial products, legislation, and compliance requirements.
Experience preparing cashflow models and suitability letters.
Excellent communication skills, both written and verbal.
A proactive approach to process improvement and a commitment to high compliance standards.What's On Offer:
Competitive salary and comprehensive benefits package.
Genuine opportunities for professional development and career progression.
A supportive, collaborative team culture.
The chance to work with a respected, growing business that invests in its people.Ready to make your mark?
Apply now to join a business where your expertise will be valued, your ideas heard, and your career supportedBefore You Apply
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Looking for your next career move? Join a top company hiring Senior Paraplanner job near me in Newcastle upon Tyne, Tyne and Wear! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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