Associate paraplanner

We’re looking for an Associate Paraplanner to join our growing paraplanning function in Newcastle. This role is ideal for someone who has already started their Level 4 qualification and is looking to develop their technical skills within a structured, supportive paraplanning environment.

You’ll work closely with Paraplanners, Advisers, and Client Support teams to ensure cases are accurate, complete, and ready to progress—enabling suitability reports to be produced efficiently and without delay.

Responsibilities Undertaking technical research to support suitability reports and recommendations Producing basic report writing and documentation to a high standard Liaising with Advisers and Client Support staff to ensure all information and requirements are complete Reviewing files to ensure they are compliant, accurate, and capable of being actioned promptly Supporting the paraplanning team with case preparation and workflow management Maintaining a strong understanding of...