Paraplanner

mbf Newcastle Upon Tyne, England, United Kingdom

3 weeks ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

Location: Newcastle (Hybrid - 2 days in-office, 3 days from home)

Salary: Up to £50,000 + Performance-Based Bonus + Excellent Benefits

We’re working on behalf of a respected, award-winning Independent Financial Planning & Investment Management firm to recruit a talented Paraplanner to join their growing team in Newcastle .

The firm manages over £5bn in client assets and employs 250+ people across 10 UK offices . With a reputation for quality, a collaborative culture, and ambitious growth plans, this is a fantastic opportunity to join a business that truly invests in its people.

The Role

You’ll work alongside Chartered Financial Planners, delivering high-quality technical support including cash flow modelling and tailored suitability reports. The firm places strong value on quality of work and provides a clear development pathway for Paraplanners at all levels.

Key Responsibilities

• Analyse client data and financial arrangements
• Build cash flow models and write detailed suitability reports
• Collaborate with advisers to design financial solutions
• Provide technical input to the wider team
• Participate in peer reviews, team meetings, and ongoing process improvements
• Support and mentor more junior team members
• Attend client meetings where required

What We’re Looking For

• CII Level 4 Diploma in Regulated Financial Planning (minimum requirement)
• At least 3 years’ experience in a paraplanning role
• Strong understanding of financial planning and tax considerations
• Excellent written and verbal communication skills
• High attention to detail and ability to manage multiple tasks
• Experience with systems such as Voyant, FE Analytics, or Curo (advantageous)

Progression & Development

This firm supports two clear career tracks :

• For those interested in advice, they now offer a Financial Planning Associate programme - a structured trainee route into an adviser role and support for further qualifications
• For those who wish to remain technical, full sponsorship for further qualifications (including Chartered status) is available as well as opportunities to mentor/ lead other members of the team.

Whether you aspire to become a Financial Planner or remain in a senior paraplanning capacity, this firm provides the resources, mentoring, and structure to help you get there.

Reward Package

• Salary up to £50,000 depending on experience
• Performance-based Paraplanner bonus scheme (based on individual output, with an average payout of approx. 9% last year )
• Hybrid working (2 days in-office, 3 days remote)
• 28 days holiday + bank holidays
• Private Medical Insurance (PMI)
• Group Income Protection & Life Cover
• Health cash plans
• Flexible benefits platform

If you're an experienced Paraplanner ready to take the next step in your career, we’d love to hear from you. This is an opportunity to join a high-performing team in a business that will value your contribution and support your long-term development.

Details

• Seniority level – Associate
• Employment type – Full-time
• Job function – Administrative and Analyst

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