Senior Financial Planning Specialist

3 days ago


Tyne and Wear, United Kingdom Tempest Jones Full time
Senior Paraplanner Opportunity

A leading Financial Planning practice is seeking an experienced Paraplanner to join their team in Sunderland outskirts.

This is a fantastic opportunity for a highly skilled Paraplanner to contribute to the success of a well-established company with a strong history of providing Independent Financial Advice.

The ideal candidate will have a strong technical background in pensions and investments, with excellent analytical skills and the ability to positively influence others.

Responsibilities will include:

  • Providing paraplanning support to a team of Financial Advisers
  • Mentoring and training junior Paraplanners
  • Carrying out technical research and analysis to support client needs
  • Preparing cashflow modelling reports and suitability letters

Requirements include:

  • Experience working in the financial services industry, preferably as a Paraplanner
  • Strong technical product knowledge and analytical skills
  • A track record of delivering written financial advice
  • The ability to positively influence others
  • Qualification to Level 4 Diploma status and a desire to achieve Chartered status

This is a full-time, permanent position with a competitive salary and benefits package. If you are a motivated and experienced Paraplanner looking for a new challenge, please contact us to learn more about this exciting opportunity.



  • Tyne and Wear, United Kingdom Tempest Jones Full time

    Senior Paraplanner OpportunityA leading Financial Planning practice is seeking an experienced Paraplanner to join their team in Sunderland outskirts. As a Senior Paraplanner, you will play a key role in providing technical support to Financial Advisers and mentoring junior team members.Key Responsibilities:Contribute to the development of technical research...


  • Tyne and Wear, United Kingdom Tempest Jones Full time

    Senior Paraplanner OpportunityA leading Financial Planning practice is seeking an experienced Paraplanner to join their team in Sunderland outskirts. As a Senior Paraplanner, you will play a key role in providing technical support to Financial Advisers and mentoring junior team members.Key Responsibilities:Contribute to the development of technical research...


  • Tyne and Wear, United Kingdom Tempest Jones Full time

    Senior Paraplanner OpportunityA leading Financial Planning practice is seeking an experienced Paraplanner to join their team in Sunderland outskirts.This is a fantastic opportunity for a highly skilled Paraplanner to contribute to the success of a well-established company with a strong history of providing Independent Financial Advice.The ideal candidate...


  • Tyne and Wear, United Kingdom Tempest Jones Full time

    Senior Paraplanner OpportunityA leading Financial Planning practice is seeking an experienced Paraplanner to join their team in Sunderland outskirts.This is a fantastic opportunity for a highly skilled Paraplanner to contribute to the success of a well-established company with a strong history of providing Independent Financial Advice.The ideal candidate...


  • Tyne and Wear, United Kingdom Tempest Jones Full time

    Job Summary:We are seeking a highly experienced Paraplanner to join our team at Tempest Jones, a well-established Financial Planning practice with a strong reputation for providing independent financial advice to a wide range of clients throughout the UK.Job Purpose:The successful candidate will provide paraplanning support to our team of Financial Advisers,...


  • Tyne and Wear, United Kingdom Tempest Jones Full time

    Job Summary:We are seeking a highly experienced Paraplanner to join our team at Tempest Jones, a well-established Financial Planning practice with a strong reputation for providing independent financial advice to a wide range of clients throughout the UK.Job Purpose:The successful candidate will provide paraplanning support to our team of Financial Advisers,...


  • Tyne and Wear, United Kingdom Michael Page Finance Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Michael Page Finance. As a key member of our accounting and finance operations, you will play a pivotal role in supporting our financial planning and analysis functions.About the RoleThis is an exciting opportunity for a...


  • Tyne and Wear, United Kingdom Michael Page Finance Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Michael Page Finance. As a key member of our accounting and finance operations, you will play a pivotal role in supporting our financial planning and analysis functions.About the RoleThis is an exciting opportunity for a...


  • Tyne and Wear, United Kingdom Michael Page Finance Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Michael Page Finance. As a key member of our accounting and finance operations, you will play a pivotal role in supporting our financial planning and analysis functions.About the RoleThis is an exciting opportunity for a...


  • Tyne and Wear, United Kingdom Michael Page Finance Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Michael Page Finance. As a key member of our accounting and finance operations, you will play a pivotal role in supporting our financial planning and analysis functions.About the RoleThis is an exciting opportunity for a...


  • Newcastle Upon Tyne, United Kingdom mbf Full time

    Financial Planning SpecialistLocation: Newcastle – HybridSalary: Up to £47,000 per annum, plus bonus and benefitsWe are currently looking for a skilled Financial Planning Specialist to become part of a distinguished Wealth & Investment Management firm recognized throughout the UK. Our client, located in Newcastle, is eager to find a proactive and skilled...


  • Tyne and Wear, United Kingdom Heels & Brogues Group Limited Full time

    About Heels & Brogues Group LimitedCompany Overview:Heels & Brogues Group Limited is a forward-thinking organization that values proactive, tech-savvy professionals. We are partnering with a professional, friendly practice as a Senior Accountant.Job SummaryJob Title: Senior AccountantLocation: Not SpecifiedSalary: £30,000 £50,000 per annum, plus annual...


  • Tyne and Wear, United Kingdom Heels & Brogues Group Limited Full time

    About the RoleJob Title: Senior AccountantLocation: Flexible, with the option to work from home or in our officeSalary: £30,000 - £50,000 per annum, plus annual bonus (based on experience)Employment Type: Full-Time or Part-Time (up to 40 hours per week, or 12-20 hours per week)About Our Company Heels & Brogues Group Limited is a forward-thinking...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...


  • newcastle-upon-tyne, tyne and wear, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is thrilled to partner with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of HNW and UHNW clients. It’s an exceptional role for an experienced and...


  • newcastle-upon-tyne, tyne and wear, United Kingdom Nigel James Associates Ltd Full time

    Job DescriptionRole Nigel James Associates is thrilled to partner with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of HNW and UHNW clients. It’s an exceptional role for an...


  • Newcastle upon Tyne, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, AXE Capital FS Ltd are currently seeking Self-Employed Experienced Mortgage & Protection Adviser / Sales Manager to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Cutover Full time

    {"title": "FP&A Analyst Role at Cutover", "description": "Join Our Team as a Financial Planning and Analysis SpecialistCutover is a leading provider of Collaborative Automation SaaS platforms, empowering enterprises to simplify complexity and streamline work. We're seeking a skilled FP&A Analyst to help us chart and follow our financial path, creating value...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Cutover Full time

    {"title": "FP&A Analyst Role at Cutover", "description": "Join Our Team as a Financial Planning and Analysis SpecialistCutover is a leading provider of Collaborative Automation SaaS platforms, empowering enterprises to simplify complexity and streamline work. We're seeking a skilled FP&A Analyst to help us chart and follow our financial path, creating value...