_{18th March, 2025}

Senior Paraplanner
 
Location: Tyne and Wear
 
Are you an experienced Paraplanner looking to take the next step in your career? We have an exciting opportunity for a Senior Paraplanner to join a dynamic and forward-thinking financial planning firm renowned for its innovative approach and successful growth strategy. This role is based in Tyne and Wear with hybrid working available.
 
Job Purpose:
 
To provide high quality paraplanning support to a national team of Financial Advisers while supporting and mentoring less experienced Paraplanners who work alongside you. You will play a crucial role in formulating financial plans and strategies, as well as producing high-quality reports.
 
What’s on offer

• £Competitive salary
• Hybrid working
• Free onsite parking
• Continuous professional development to chartered
• Career progression

Key Responsibilities:

• Conducting technical research and analysis to support Financial Advisers in meeting client needs and objectives.
• Preparing detailed cashflow modelling reports to assist clients with their retirement planning.
• Drafting suitability letters across a broad spectrum of advice types, financial products, investments, and pension solutions, ensuring timely issuance.
• Contributing to the continuous improvement of technical research, report writing processes, systems, and procedures to enhance efficiency within the technical team.
• Supporting the head of department with training, coaching, and mentoring of Paraplanners, including induction, ongoing training and support.

Requirements:

• Experience within the financial services industry, preferably in an Independent Financial Adviser environment, with a background as a Paraplanner.
• Leadership experience welcomed but not essential.
• Strong technical product knowledge in pensions and investments, coupled with robust interpersonal and analytical skills.
• Qualified to Level 4 Diploma status.

This is a fantastic opportunity to elevate your career in a supportive and progressive environment. If you are passionate about financial planning and eager to provide support and coaching to paraplanners earlier on in their journey, we would love to hear from you.
 
For more information or to apply, please contact Jenny at jenny @ tempestjones . com
 
 
 
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