Paraplanner / Junior Financial Planner

3 weeks ago

Newcastle upon Tyne, United Kingdom mbf Full time €40,000 - €47,000

Paraplanner / Junior Financial Planner

Newcastle – Hybrid

£40,000 to £47,000, Bonus & Benefits (potentially negotiable)

We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly regarded wealth manager with offices in Newcastle city centre. This firm has both a wealth management and professional services division.

The Financial Planning division is a specialised arm of the firm dedicated to providing comprehensive financial planning and advisory services to individuals, families, and businesses. This division focuses on helping clients navigate complex financial challenges, plan for the future, and maximise their financial well-being.

We are seeking an individual who is keen to move into an advisory role and be signed off within 24 months. During the first 24 months, your role will involve Paraplanning as well as attending client meetings to learn the advice process, building relationships with the clients, learning from Senior Financial Planners etc. You will then be in line to inherit a full HNW client book from a retiring Advisor and will be signed off to Advise

Candidates MUST have experience working as a Paraplanner and will be Diploma qualified as a minimum. Ideally you will be Chartered or working towards this and will have a first class technical knowledge of financial products and services

Package Includes:

  • A generous base salary of up to £47,000, depending on skills and experience (potentially slightly negotiable for the right person)
  • Annual bonus
  • Great benefits
  • Hybrid working with two days in the office and three from home

If you are a driven professional looking to advance your career in financial planning, we encourage you to apply.

  • Paraplanner / Junior Financial Planner

    2 weeks ago

    Newcastle upon Tyne, United Kingdom mbf. Full time

    Paraplanner / Junior Financial PlannerNewcastle - Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly regarded...

  • Paraplanner / Junior Financial Planner

    1 week ago

    Newcastle upon Tyne, United Kingdom mbf. Full time

    Paraplanner / Junior Financial PlannerNewcastle - Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly regarded...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle Upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle Upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Paraplanner / Junior Financial Planner

    4 weeks ago

    Newcastle Upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we prioritize the future of our employees as much as we do for our clients. We are committed to fostering talent and providing opportunities for career advancement within a supportive environment.Position Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentReporting To: Financial Planning...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job DescriptionCompany Overview:At Rathbones, we are dedicated to fostering a fulfilling work environment. We believe in investing in the future of our employees, providing opportunities for growth and a clear pathway to career advancement.Position: ParaplannerDepartment: Financial PlanningContract Type: PermanentReporting To: Financial Planning Assistant...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job DescriptionCompany Overview:At Rathbones Group Plc, we are dedicated to investing in the future of our employees. We provide a supportive environment that fosters growth and career advancement, ensuring that our team members can thrive and contribute to our collective success.Position Title: ParaplannerDepartment: Financial PlanningLocation:...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to fostering a fulfilling work environment. We believe in investing in the future of our employees, offering opportunities for career advancement and the chance to contribute to our collective success.Position Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentReporting To:...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We foster an environment that encourages growth and development, providing clear pathways for career advancement and opportunities to participate in our collective success.Position Title: ParaplannerDepartment: Financial PlanningLocation:...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to fostering a fulfilling work environment. We prioritize investing in our employees' futures and are committed to nurturing talent. Join us to embark on a career path that offers clear progression opportunities and the chance to contribute to our collective success.Position Title:...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our clients and our employees. We strive to cultivate talent and provide a fulfilling career path with opportunities for advancement and shared success.Position Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole Summary:As a Paraplanner, you...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We provide a supportive environment that fosters career development and offers clear pathways for progression, allowing you to share in our collective success.Position Summary:Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones Group Plc, we are dedicated to shaping a prosperous future for our clients and our team members alike. We believe in investing in the potential of our employees, fostering an environment where talent can thrive and develop.Position Overview:Title: ParaplannerDepartment: Financial PlanningRole Summary:The Paraplanner plays a...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones, we are dedicated to fostering a supportive environment that invests in the future of our employees. We are committed to nurturing talent and providing opportunities for career advancement, ensuring that our team members can thrive alongside the success of our organization.Position Overview:Title: ParaplannerDepartment:...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Job DescriptionCompany Overview:At Rathbones, we are dedicated to fostering a supportive environment that invests in the future of our employees. We prioritize the development of talent and offer clear pathways for career advancement, ensuring that our team members can thrive alongside the success of our organization.Position Overview:Role:...

  • Financial Planning Paraplanner

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full time

    Company Overview:At Rathbones Group Plc, we are dedicated to investing in the future of our employees, fostering a supportive and rewarding workplace. We are committed to nurturing talent and providing clear pathways for career advancement, ensuring that our team members can share in the success of our organization.Position Overview:Role:...

  • Financial Planning Professional

    2 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom mbf. Full time

    Job Opportunity: We are seeking a highly skilled Paraplanner/Junior Financial Planner to join our team at mbf. as a key member of our Financial Planning division.About the Role:We are a highly regarded wealth manager with a strong presence in the industry. Our Financial Planning division is a specialized arm of the firm dedicated to providing comprehensive...

  • Financial Planning Professional

    2 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom mbf. Full time

    Job Opportunity: We are seeking a highly skilled Paraplanner/Junior Financial Planner to join our team at mbf. as a key member of our Financial Planning division.About the Role:We are a highly regarded wealth manager with a strong presence in the industry. Our Financial Planning division is a specialized arm of the firm dedicated to providing comprehensive...