Paraplanner
other jobs Ortus PSR
Added before 1 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- Full Time, Permanent
- £40,000 - £50,000 per annum
Job Description:
A forward-thinking financial services firm is expanding its team and seeks a capable Paraplanner to support senior advisers from a base in a northern city. This is a chance to contribute to high-quality, compliant client plans while developing technical expertise and advancing your career.
Saalry up to £50,000
Why this is a compelling move:
*Clear opportunities for progression, greater autonomy, and ongoing professional growth
*Hands-on exposure to complex scenarios and sophisticated planning techniques
*A collaborative culture that values learning, initiative, and steady career development
*Flexible working arrangements and a focus on outcomes rather than rigid hours
*Support for development through training and potential qualification assistance
Key responsibilities (designed to highlight growth and impact):
*Prepare precise technical documents and client-facing reports under adviser guidance
*Conduct research and analysis to underpin tailored recommendations
*Assist with meeting preparation, data gathering, and fact-finding exercises
*Review suitability analyses, cashflow modelling, and strategy designs for quality and accuracy
*Keep abreast of regulatory requirements and industry best practices to support compliant delivery
*Collaborate closely with advisers and client service teams to ensure smooth implementation
What the ideal candidate will bring (framed as strengths this employer wants to cultivate):
*Experience in paraplanning or a comparable support role within a financial planning environment
*Strong report-writing ability and solid technical literacy with financial tools
*Excellent numerical acuity and meticulous attention to detail
*Comfort with client interactions and the discretion required for sensitive information
*Ability to manage multiple tasks with clear prioritisation in a fast-paced setting
*Desire to grow professionally with access to training and potential qualifications being offered
Additional details
*Compensation and benefits are competitive and aligned with experience
*Location: this role is based in Newcastle, with options for hybrid working, 3 days in the office and 2 from home.
*This employer prioritizes a supportive culture, work-life balance, and long-term development
Saalry up to £50,000
Why this is a compelling move:
*Clear opportunities for progression, greater autonomy, and ongoing professional growth
*Hands-on exposure to complex scenarios and sophisticated planning techniques
*A collaborative culture that values learning, initiative, and steady career development
*Flexible working arrangements and a focus on outcomes rather than rigid hours
*Support for development through training and potential qualification assistance
Key responsibilities (designed to highlight growth and impact):
*Prepare precise technical documents and client-facing reports under adviser guidance
*Conduct research and analysis to underpin tailored recommendations
*Assist with meeting preparation, data gathering, and fact-finding exercises
*Review suitability analyses, cashflow modelling, and strategy designs for quality and accuracy
*Keep abreast of regulatory requirements and industry best practices to support compliant delivery
*Collaborate closely with advisers and client service teams to ensure smooth implementation
What the ideal candidate will bring (framed as strengths this employer wants to cultivate):
*Experience in paraplanning or a comparable support role within a financial planning environment
*Strong report-writing ability and solid technical literacy with financial tools
*Excellent numerical acuity and meticulous attention to detail
*Comfort with client interactions and the discretion required for sensitive information
*Ability to manage multiple tasks with clear prioritisation in a fast-paced setting
*Desire to grow professionally with access to training and potential qualifications being offered
Additional details
*Compensation and benefits are competitive and aligned with experience
*Location: this role is based in Newcastle, with options for hybrid working, 3 days in the office and 2 from home.
*This employer prioritizes a supportive culture, work-life balance, and long-term development
Job number 3457130
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Ortus PSR
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