Paraplanner

Benefact Group

Paraplanner supporting Financial Advisers with high-quality financial planning solutions at Lycetts Financial Services. Join a collaborative team in Newcastle with competitive salary and benefits.

Posted 8/3/2026full-timeNewcastle upon Tyne • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning principles, regulatory requirements, and technical financial calculations, while effectively utilizing financial planning technology to support client reviews and produce comprehensive suitability reports.

Highest-signal resume keywords

Paraplanning ExperienceFinancial Planning PrinciplesTechnical Financial CalculationsSuitability Report ProductionClient Documentation Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital Gains Tax (CGT) AnalysisInheritance Tax (IHT) AnalysisPension Contribution AnalysisFinancial Product ResearchInvestment Solutions Analysis

Soft Skills

Attention to DetailOrganizational SkillsCommunication Skills

Tools & Technologies

CRM SystemsFinancial Planning Technology

Industry Keywords

Wealth ManagementRegulatory RequirementsMarket DevelopmentsBest Practice Advice

About the role

Key responsibilities & impact

Supporting advisers with client reviews through the effective use of financial planning technology and systems.
Conducting detailed research and analysis of financial products, investment solutions and planning strategies.
Performing technical calculations, including Capital Gains Tax (CGT), Inheritance Tax (IHT) and pension contribution analysis.
Gathering, reviewing and maintaining accurate client documentation within our CRM systems to support recommendations and advice.
Preparing clear, compliant and comprehensive suitability reports in a timely manner.
Keeping up to date with industry regulations, products and market developments to support best practice advice.

Requirements

What you’ll need

Previous experience working as a Paraplanner within a financial planning or wealth management environment.
A strong understanding of financial planning principles, products and regulatory requirements.
Experience conducting research, analysing financial information and producing suitability reports.
Confidence completing technical financial calculations and interpreting client data.
Excellent attention to detail and a commitment to delivering accurate, high-quality work.
Strong organisational and communication skills, with the ability to manage competing priorities effectively.

Benefits

Comp & perks

A competitive salary - let's discuss it
Hybrid working available upon successful completion of probation
Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
Annual Bonus scheme (Discretionary based on individual and company performance)
Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary
25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
Career development opportunities with funded support and financial incentives for all professional qualifications.
An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.