Paraplanner

Senior Paraplanner - Central Advice Team

Location: Hybrid Working (Newcastle upon Tyne)

Salary: £40,000 per annum / OTE £52,000 per annum

Bonus: Up to £1,000 per month (performance-based)

Hours: Monday to Friday, 8:30am - 5:30pm / 1hr lunch

Job Description

BMC Recruitment Group are currently recruiting for a Senior Paraplanner on behalf of our client, a growing and highly regarded financial services organisation based in the North East.

This opportunity sits within the Central Advice Team and would suit an experienced, technically strong paraplanner looking to progress their career while working with complex high-net-worth clients. As a Senior Paraplanner, you will play a key role in supporting advisers with the preparation of quality, compliant advice whilst also mentoring and developing junior members of the paraplanning team.

Working closely with advisers and operational teams, you will undertake detailed research and analysis, prepare high-quality suitability reports, and provide technical guidance across a broad range of pensions, investments, tax planning and estate planning matters.

Benefits

• Salary of £40,000 per annum / OTE £52,000
• Monthly bonus of up to £1,000 (£12,000)
• Full-time, permanent position
• Hybrid working arrangement – 3 days office and 2 days from home
• Ongoing technical training and development
• Support towards advanced qualifications, including Chartered status
• Career progression opportunities within a growing advice team
• Opportunity to mentor and develop junior paraplanners
• Collaborative and supportive working environment

Key Responsibilities

• Prepare and write complex suitability reports for high-net-worth clients.
• Conduct detailed technical research across pensions, investments, tax planning and estate planning.
• Support advice relating to pension consolidations, drawdown strategies and retirement income planning.
• Research and recommend investment solutions including ISAs, GIAs and investment bonds.
• Assist with inheritance tax planning, trusts and gifting strategies.
• Ensure all advice meets compliance standards, Consumer Duty requirements and internal service levels.
• Act as a technical point of contact for advisers and the wider paraplanning team.
• Mentor, coach and support junior paraplanners in their technical development.
• Review and quality-check work produced by junior team members.
• Maintain accurate records and documentation in line with regulatory requirements.

About You

To be successful in this role, you will have:

• Previous paraplanning experience supporting Financial Planners and Advisers.
• Level 4 Diploma qualified (or equivalent).
• Strong technical knowledge across pensions, investments, taxation and estate planning.
• Experience preparing complex client reports and recommendations.
• Excellent attention to detail and organisational skills.
• Strong written and verbal communication skills.
• The ability to manage a varied workload and meet deadlines.
• Experience coaching, mentoring or reviewing the work of others would be advantageous.