Opportunity: Paraplanner Location: Newcastle-Under-Lyme Salary: £35,000 - £40,000

Do you love the detail of financial planning but want to feel part of something bigger? We’re working with a values-driven, growing financial planning group with offices across the Midlands, and we’re looking for a Paraplanner who wants to make a real difference to clients’ lives. You won’t just be producing reports, you’ll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It’s about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real.

You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey’s by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes

About you: At least 2 years’ Paraplanning experience in an IFA environment Level 4 Diploma qualified (or...