Average Planner salary in Newcastle Upon Tyne

A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices.This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day to day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.Duties includeGathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutionsPreparing suitability reports and supporting documentation for Financial PlannersMaintain comprehensive and up-to-date client recordsSupport the senior Financial Planning team and be integrated into client meetingsSupport and attend networking events, designed to showcase the business and attract new clients With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Financial Planner Salary circa £60,000 plus exceptional bonus structureLocation Hybrid with office presence requiredFull time Permanent An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team. With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in Newcastle. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book. The Opportunity This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth. You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients. What’s on Offer • Base salary around £60,000 with flexibility for high performers or advisers bringing clients• Bonuses of up to 45 percent of all new business written• A clear salary and remuneration structure that rewards growth of your client book• Unlimited holiday allowance• Hybrid working• A grown up working environment built on trust, not micromanagement• A supportive, collaborative culture where people are rewarded for their efforts• An office presence is encouraged to support teamwork, collaboration and culture The Ideal Candidate You will be a high quality, experienced Financial Planner with a strong professional reputation. You will be able to demonstrate:• QCF Level 4 qualification as a minimum• A proven track record of delivering compliant, client focused advice• Experience managing and developing a client bank• A collaborative mindset and desire to be part of a growing firm• A values driven and professional approach to advice Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive. Next Steps If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.

Job Title: Assistant Town Planner | Town Planner Location: NewcastlePenguin Recruitment is delighted to be supporting a respected, employee-owned planning consultancy with the appointment of a Junior Planning Consultant to join their growing Newcastle office. This is an excellent opportunity to develop your planning career within a supportive, high-performing team working on a diverse portfolio of projects across the UK.The RoleAs a Planning Consultant, you will play a key role in supporting senior colleagues while also taking ownership of smaller projects. You'll work on a wide variety of schemes and gain valuable exposure to clients, complex sites, and the full planning process.Your responsibilities will typically include:Supporting senior staff on major projects and helping drive them forwardManaging smaller planning applicationsConducting research, analysis, and site assessmentsPreparing planning appraisals, reports, submissions, and development plan representationsDrafting planning applications and contributions to Environmental StatementsLiaising with planning officers, consultees, third parties, and fellow professionalsBuilding and maintaining strong client relationshipsDeveloping creative and effective planning solutionsTaking responsibility for smaller projects from inception to completionStaying up to date with planning policy and practiceAttending external events and delivering presentations where requiredAbout YouThe ideal candidate will:Hold a degree in a relevant discipline with a strong interest in town planningDemonstrate a solid understanding of planning principlesBe a natural problem-solver with strong analytical abilityPossess excellent written and verbal communication skillsBe confident in technical writing and presentationsBring creativity, initiative, and enthusiasmThis role would suit a Graduate or Junior Planning Consultant looking to build their experience, or a Planning Consultant seeking the next step in their career.What's on OfferOur client provides:Excellent opportunities for career progressionHighly competitive salariesAnnual bonusesPension contributionsPrivate healthcarePayment of professional feesFlexible working arrangements, combining office and home workingSupportive, collaborative culture within an employee-owned consultancyAdditional benefits associated with Employee Ownership Trust status, including tax-free bonusesYou'll join a consultancy that champions work-life balance, invests in staff wellbeing, and empowers employees to take an active role in the direction of the business.Interested? To find out more, or to arrange a confidential discussion, please contact Josh Jones at Penguin Recruitment on or email . CVs and informal enquiries are welcome.