_{17th March, 2025}

Job Opportunity : Paraplanner

• £Competitive
• Hybrid working pattern, after initial training
• Study support to chartered
• Autonomy and trusting management team who offer support and recognition
• Career development opportunities in a growing practice
• Private Medical Insurance

Are you passionate about delivering high-quality technical support to financial planners and an exceptional service to clients? Do you thrive in a dynamic and supportive team environment? If so, we have an exciting opportunity for you.
We at Tempest Jones are thrilled to be recruiting for a growing wholly independent financial planning practice based on the outskirts of Newcastle.  Their aim is to build on their passion for delivering exceptional financial planning to clients with complex needs incorporating pensions retirement planning, savings & investments, protection and tax planning. 
They want to recruit the best people and to retain them by creating the right culture within their firm ensuring the team enjoys their work, feels challenged and fulfilled in their roles, is given the opportunity to grow, and is well rewarded. They believe that fostering this environment is key to success.
Core Duties

• Managing the review diary
• Pre-visit preparation and post-visit writing up of client reviews
• Researching client portfolios to assess risk, performance and cost
• Producing pension switching reports
• Producing cashflow forecasts
• Producing research reports for product and fund selection
• Matching investment solutions to client risk profiles
• Attending client meetings and getting to know clients to assist in building a long-term relationships

Requirements

• Ideally qualified to Level 4 with a Diploma in Regulated Financial Planning.
• Previous experience preferably in a paraplanning role within a wealth management firm, this role may also suit an adviser seeking to move back into paraplanning.
• Team player, happy to roll up sleeves and ‘get stuck in’.
• Confidence navigating a range of provider platforms, Microsoft office, Word and Excel.
• A keenness and an ability to learn new processes.
• Excellent communicator with good interpersonal skills.

If you would like to find out more and feel you ‘fit the bill’, we would love to hear from you!
Please send your CV to jenny @ tempestjones . com
 


Paraplanner, Financial Analyst, Para planner, technical financial planning administrator, Newcastle, Northumberland, Tyne and Wear

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