Paraplanner - Recruit UK : Job Details

Job Title: ParaplannerIndustry: Financial ServicesLocation: Newcastle-Upon-Tyne (Hybrid)Salary: £40,000Job Reference: 9108

Job Description

Recruit UK is partnering with a global accounting and wealth management firm, to hire a Paraplanner for their Newcastle office. This position offers a fantastic opportunity to support high-net-worth clients and corporate accounts, working alongside a team of Financial Advisers to deliver high-quality financial planning.

Key Responsibilities

• Provide technical and research support to Financial Advisers
• Prepare suitability reports and summaries
• Ensure recommendations meet company standards
• Maintain accurate client records and documentation

Benefits & Perks

• Work-Life Balance: Hybrid/flexible working and 25 days holiday + bank holidays
• Financial Security: 4x life assurance, enhanced sick leave, and pension scheme
• Personal Development: Support for professional qualifications and lead generation scheme
• Health & Wellbeing: Birthday off, free eye tests, wellbeing app, cycle-to-work scheme
• Great Culture: Social events, collaborative work environment, and scope to specialise

Required Skills & Experience:

• Paraplanning experience
• Level 4 Diploma in Financial Planning
• Strong attention to detail and compliance understanding

Ready to join a supportive and dynamic team? Apply today!