Pension Paraplanner in Newcastle upon Tyne

Job Description Most paraplanning roles offer a salary, discretionary bonus (if you're lucky) and a vague promise about progression. Here, you’ll receive a salary of up to £35,000, alongside a clear performance-related bonus that could add a further £20,000–£24,000 a year once you’re fully trained and established in the role. The target is transparent - complete 40 cases a month while maintaining the required quality standards. And if your longer-term ambition is to become a Financial Adviser, there is a clear route into advice, with support and funding for further qualifications. You’ll join a busy technical planning team that currently includes six Paraplanners. Working closely with Financial Advisers, you’ll help formulate suitable advice across areas including: Pensions Investments Tax planning You’ll complete the product research and report writing, using the company’s in-house planning system and established report templates. Once you’re fully trained, you’ll work on a hybrid basis, spending three days each week in the office and two days at home. Ideally, you’ll already hold the Level 4 Diploma in Financial Planning. Performance-related bonus with realistic earnings of £20,000–£24,000 Genuine potential to earn more than £50,000 Hybrid working after training Three days in the office and two days at home Exam funding and continued professional development Longer-term opportunity to progress into financial advice This is a well-established UK financial services business providing financial advice, wealth management and investment solutions.