Associate Paraplanner

Trainee Paraplanner - Newcastle, North East England

Ref: 1596Wednesday 12 June 2024

Up to £30,000

Are you passionate about financial services and compliance? Are you looking to kickstart your career in paraplanning with a supportive and dynamic team? If so, we have the perfect opportunity for you!

A reputable financial services firm with a commitment to excellence and integrity is looking to recruit with their File checking department. Their compliance team is dedicated to ensuring the highest standards in financial advice and planning.

The Role:

We are seeking a professional to join our compliance team. This role involves reviewing cases submitted by over 1,100 financial advisers, ensuring compliance and accuracy. Full training will be provided, although previous experience in a similar role would be beneficial.

Key Responsibilities:

  • Review and check files submitted via our in-house back office system.
  • Assist in answering enquiries from advisers by email and telephone.
  • Ensure all cases meet compliance standards and regulatory requirements.
  • Collaborate with the compliance team to maintain high-quality service.


  • Level 4 qualification in Financial Advice (partial completion of appropriate qualifications may also be considered).
  • Keen eye for detail and strong analytical skills.
  • Excellent communication skills, both written and verbal.
  • Ability to work effectively in a team-oriented environment.
  • Previous experience in a similar role is beneficial but not essential.

What We Offer:

  • Competitive salary of £30,800 per annum.
  • £500 per month bonus upon successful completion of probation.
  • Full training and support from experienced professionals.
  • Assistance with further qualifications, fully funded by the firm, with support from external training companies.
  • Potential future progression into an employed paraplanning or advice role.
  • A supportive and dynamic work environment.

How to Apply:

If you are ready to take the next step in your career and join a team that values your growth and development, we would love to hear from you! Please submit your CV and a cover letter outlining your experience and why you are the ideal candidate for this role.

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.