Paraplanner Work, Jobs in Benton, Twr (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Newcastle upon Tyne
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
Benefact Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
9d
Paraplanner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Corporate Financial Planner (Newcastle upon Tyne)
Perspective Financial Group —Newcastle upon Tyne
- Monday to Friday
- Communication skills
- Time management
- Referral programme

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Financial Adviser
Partnership Recruitment —Sunderland
Ongoing support from experienced advisers and administration teams. Deliver holistic financial planning and wealth advice.
Enquiry Coordinator
Reeves Independent —Newcastle upon Tyne
Confidence in handling outbound calls and overcoming objections professionally. Client Communication – Ensure the Enquiry Coordinator Team is the primary point…
£26,500 a year
Quick apply
6d

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Senior Paraplanner

RGH‑Global Limited
Newcastle upon Tyne

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
Communication skills

Full job description

Senior Paraplanner

Location: Newcastle upon Tyne (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

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Senior Paraplanner

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