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Paraplanner / Junior Financial Planner

2 months ago

Newcastle Upon Tyne, United Kingdom mbf Full time

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.