At a Glance
- Tasks: Analyse client needs and create tailored financial strategies using advanced cashflow modelling.
- Company: Join a friendly boutique financial planning practice in Newcastle with a supportive culture.
- Benefits: Enjoy a competitive salary, 26 days holiday, matched pension contributions, and funded professional development.
- Other info: Experience excellent career growth opportunities and a genuine pathway into financial advice.
- Why this job: Make a real impact in clients' lives while enjoying a fun and collaborative work environment.
- Qualifications: Level 4 Diploma in Financial Planning and meaningful paraplanning experience required.
The predicted salary is between 40000 - 60000 £ per year.
Are you a Level 4 Diploma-qualified Paraplanner looking to practise genuine lifestyle financial planning? The FIMS Consultancy is representing a growing boutique financial planning practice seeking an experienced Paraplanner to join its friendly Newcastle team.
You will use Voyant cashflow modelling, technical knowledge and professional judgement to help clients understand where they are, where they want to go and how they can get there. This is not a report-writing factory or a position focused purely on processing pensions, investments and suitability reports.
The business has already helped members of its paraplanning team progress towards becoming Financial Planners. If that is your ambition, you will receive funded development, client exposure and a genuine pathway into advice. Progression into advice is not expected. Career paraplanners will be valued equally for their technical knowledge, judgement and contribution to the financial planning process.
AI is already used to support meeting notes, reports and document production. Its purpose is to reduce repetitive work and create more time for analysis, judgement, problem-solving and genuine financial planning. Technology will support your work, not supersede it.
This is a close-knit team where people work together, share knowledge and support each other's development. The team properly steps away from work at lunchtime. People can have time to themselves or sit together and socialise, with work conversations left until afterwards. The culture also includes monthly team breakfast mornings, Friday afternoon drinks, charity and community days, team activities and regular social events. It is a professional environment, but one with a sense of humour and a genuine understanding that people perform at their best when they enjoy where they work.
Working closely with the Financial Planners, you will:
- Analyse clients' circumstances, objectives and existing arrangements
- Produce detailed cashflow models using Voyant
- Research pensions, investments and planning solutions
- Help develop suitable financial planning strategies
- Produce clear, personalised suitability reports
- Attend client meetings where appropriate
- Mentor less-experienced colleagues
The practice follows a straightforward, low-cost and evidence-based investment philosophy, avoiding unnecessary complexity and focusing on solutions clients can understand.
You will hold the Level 4 Diploma in Financial Planning and have meaningful paraplanning experience. Five years is a useful benchmark, but not a rigid requirement. The depth and quality of your experience matter more than the number of years on your CV. You should understand genuine financial planning, be confident using cashflow modelling and consistently produce accurate, client-specific work.
Alongside a salary of £40,000 to £60,000, the package includes 26 days' holiday plus bank holidays, matched pension contributions, funded professional development, structured onboarding and wellbeing benefits. Working hours are 9.00 am to 5.00 pm.
Senior Paraplanner in Newcastle upon Tyne employer: The FIMS Consultancy
The FIMS Consultancy is an exceptional employer for Senior Paraplanners, offering a supportive and friendly work culture in the heart of Gosforth, Newcastle upon Tyne. With a focus on genuine lifestyle financial planning, employees benefit from funded professional development, a clear pathway to career advancement, and a collaborative team environment that values both technical expertise and personal growth. Enjoy a balanced work-life with generous holiday allowances, social events, and a commitment to employee wellbeing.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Newcastle upon Tyne
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like The FIMS Consultancy. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from The FIMS Consultancy.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like The FIMS Consultancy. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Paraplanner in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in The FIMS Consultancy and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show The FIMS Consultancy how you can be a team player!
How to prepare for a job interview at The FIMS Consultancy
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with The FIMS Consultancy.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with The FIMS Consultancy's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
