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Paraplanner: Financial Planning Support & Research; Hybrid
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-01-02
Listing for:
evelyn Partners
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Location: Newcastle upon Tyne
A leading wealth management firm in the UK seeks an AFP/Paraplanner to support Financial Planners in delivering high-quality client outcomes. The role involves conducting technical research, preparing suitability reports, and ensuring compliance with FCA standards. Candidates should hold a Level 4 Diploma in Financial Planning and possess strong attention to detail and communication skills. This hybrid position requires presence in the office three days a week and offers a competitive salary along with various benefits, including private medical insurance and a generous holiday package.
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