Paraplanner Job at Perspective Financial Group Ltd (Newcastle)

Paraplanner

We’re looking for an experienced Paraplanner to join our busy Financial Planning...

Location

United Kingdom , Taunton

Salary:

Not provided

Albert Goodman LLP

Expiration Date

Until further notice

Requirements

Dip PFS or equivalent
At least 2-3 years previous experience in a similar role
Service focused with great client care, especially over the phone
Great communication skills and ability to work within a team
Sound knowledge of investments, pensions, IHT planning and centralised investment propositions
Understanding or willingness to incorporate Long Term Care planning
Knowledge of trusts
Confidence in using IT software
Experience with Intelligent Office client database/back office system welcomed
Experience with research tools such as FE Analytics and Selectapension welcomed

Job Responsibility

Researching, preparing, and writing a wide range of reports within given timescales
Helping train, coach, and support more junior paraplanners and report writers
Delivering great service to clients
Providing overall support for consultants

What we offer

Minimum of 25 days holiday which increases with length of service
Option to buy and sell holiday
Annual salary review
Hybrid working
Payment of any professional subscriptions relevant to your role
Group pension scheme
Life assurance with access to a smart health app
Employee assistance programme for you and your family
One volunteering day per year
Cinema society discounts

Fulltime

Regional Paraplanner Manager

Focused, motivational and inspiring. Our Regional Paraplanning Managers are resp...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A confident and effective people manager with a proven ability to develop, motivate, and empower others
Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
Preferably has experience managing teams across multiple office locations
Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
Strong IT skills, with proficiency in research tools—ideally including Financial Express
Able to balance commercial business needs with regulatory and compliance requirements
Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
Capable of providing technical support and guidance to Report Writers and Paraplanners
In-depth understanding of financial services products and the wider financial planning landscape
Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively

Job Responsibility

Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
Provide high-quality paraplanning support to Private Client Advisers when required
Establish and promote consistent standards for the paraplanner role across regional offices
Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

Paraplanner

Chase de Vere paraplanners work closely with our financial advisers and client s...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Teamwork and collaboration skills
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail

Job Responsibility

Researching, analysing market trends and report writing
Working closely with financial advisers and client support teams to deliver advice and provide ongoing services
Preparing recommendations
Reviewing clients’ finances on an annual basis
Assessing exposure to risk
Updating financial strategy to reflect changing circumstances
Conducting research on clients’ financial planning arrangements
Undertaking investment portfolio analysis, including asset allocation analysis
Compiling investment, pension and protection illustrations, projections and associated documentation
Writing technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Paraplanner

Chase de Vere paraplanners work closely with our financial advisers and client s...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience in a paraplanning role
Ability to work independently
Keen eye for detail
Passion to provide the best independent financial research and advice
Teamwork and collaboration skills
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess clients’ exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis, including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Paraplanner

Join Our client as a Paraplanner in Tunbridge Wells! Are you a detail-oriented f...

Location

United Kingdom , Tunbridge Wells

Salary:

33000.00 - 42500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A minimum of 2 years' paraplanning experience
Relevant Diploma in regulated Financial Planning
Strong knowledge of pensions, investments, protection, and taxation
Technically proficient
Excellent writing, communication, and analytical skills
Proficiency in financial planning software and Microsoft Office

Job Responsibility

Drafting suitability reports for pensions, investments, protection, and tax planning
Creating cash flow projections and conducting detailed financial analyses
Researching financial products and collaborating with advisers to tailor recommendations
Maintaining compliant client records and assisting with technical queries
Keeping up-to-date with regulatory changes and financial planning tools

What we offer

25 days annual leave + Bank Holidays + Birthday Off
Pension
Death in Service
Cycle to work
Additional Holiday Purchase Scheme

Fulltime

Entry Level Paraplanner

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Colchester

Salary:

28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory
The ability to work under pressure and remain composed
A fast-learning ability to adapt to the vibrant environment
Meticulous attention to detail to ensure accuracy in all tasks
Strong problem-solving skills to tackle challenges head-on
Excellent time management skills to meet deadlines
Comfortable with numbers, as you will be working with financial data regularly
A genuine desire to learn, develop, and progress within the Financial Services sector

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Arranging the Advisor's diary and arranging annual reviews
Running the Advisor back-office system
Welcoming clients and ensuring a positive experience during Adviser meetings
Point of contact for the clients on behalf of the Advisor

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans
Pay rises for each financial services related exam passed

Fulltime

Finance Administrator / Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...

Location

United Kingdom , Edinburgh

Salary:

23000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Confident, professional, and comfortable liaising with clients and external partners
Organised, detail-oriented, and thrives under pressure
A strong communicator with a knack for discretion and confidentiality
IT-proficient, numerically sharp, and ready to solve problems proactively

Job Responsibility

Supporting Financial Advisers with top-tier administrative and paraplanning assistance
Preparing key client documentation-think reports, valuations, illustrations, and quotes
Processing new business paperwork, ensuring accuracy and compliance with quality standards
Responding to client and third-party queries with professionalism and efficiency

What we offer

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Fulltime

Paraplanner

Perspective Financial Group Ltd

Location:
United Kingdom , Newcastle

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 01, 2026

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