Vacancy Detail

View vacancy list

Paraplanner

1 Day Per Week in the Office | Flexible Working Hours | Early Finish Every Friday | Excellent Benefits

Looking to further your Paraplanning career with all the flexibility you could ever wish for?

If you're an experienced Paraplanner who enjoys the technical side of financial planning and wants to work for a modern, supportive and growing Financial Planning business, this could be the opportunity you've been waiting for.

We're recruiting on behalf of one of the UK's most respected, Independent Financial Planning names, who are continuing to invest heavily in their Paraplanning function.

Their technical teams are highly regarded internally, with Paraplanners playing a central role in delivering exceptional client outcomes rather than simply producing reports.

You'll be joining a collaborative environment where your knowledge is respected, your opinion is valued and your career development is actively encouraged.

Whether your passion lies in technical research, cash-flow modelling or producing high-quality, technical suitability reports, you'll have the opportunity to work alongside experienced Financial Planners and help deliver truly holistic financial advice.

The Role

Working closely with a team of experienced Financial Planners, you'll provide first-class technical support and help deliver tailored financial planning solutions for a wide range of clients.

Your responsibilities will include:

  • Assist with the preparation and completion of client fact finds and on-going client reviews.
  • Build strong relationships with clients, acting as a trusted point of contact throughout the advice process.
  • Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity.
  • Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases.
  • Help coordinate and organise the Financial Planner's workload, ensuring actions, reviews, and client servicing activities are completed efficiently.
  • Conduct in-depth research across pensions, investments, protection and holistic financial planning solutions.
  • Build accurate cashflow models to support client recommendations.
  • Draft bespoke suitability reports and recommendation documents.
  • Support with advice implementation, applications, and compliance processes.
  • Ensure all client records and documentation are complete, accurate and compliant.

About You

You'll already have experience working as a Paraplanner within a Financial Planning or Wealth Management environment and be passionate about delivering exceptional technical work.

You'll ideally have:

  • Level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Previous Paraplanning experience within an Independent Financial Planning or Wealth Management business
  • Strong knowledge of pensions, investments and tax-efficient planning
  • Excellent suitability report writing skills
  • Experience using cashflow modelling software and financial planning technology
  • Outstanding attention to detail and strong analytical ability
  • A proactive attitude with a genuine desire to continue developing your technical expertise

What's on offer?

  • Just one day required in the office during the working week
  • Flexible working hours throughout the week
  • Early finish every Friday to kick-start your weekend
  • 28 days annual leave plus Bank Holidays
  • Your birthday off every year
  • Excellent employer pension contribution
  • Income Protection
  • Death in Service cover
  • MediCash healthcare, GP access, wellbeing support.
  • Ongoing professional development through an industry leading internal academy
  • Genuine career progression within a growing national Financial Planning business
  • Supportive, flexible, friendly and highly collaborative culture

Why Apply?

  • This is a business that genuinely invests in its people, offers outstanding "real life" flexibility that is rarely seen with other employers
  • Recognises that Paraplanners are fundamental to delivering exceptional financial advice and championed

If you're looking for a Paraplanning role where you'll be valued, supported and given every opportunity to develop your career, we'd love to hear from you.

Apply to us here at Recruit Wealth for an informal conversation.


Location: Newcastle upon Tyne - United Kingdom | Salary: £40000 - £45000 per year | Job type: Permanent | Posted: 21/10/2026

Apply for this Vacancy