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Senior Paraplanner - Wealth Planning & Analysis
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-01-11
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading Wealth Management business in Newcastle upon Tyne is looking for a senior level Paraplanner to provide high-quality support for their Financial Planning team. The role requires a CII Level 4 Diploma in Regulated Financial Planning and strong numeracy skills. Responsibilities include facilitating smooth processing of business, liaising with administrative teams, and producing detailed financial plans. Bring your attention to detail and relevant experience to contribute effectively within a vibrant team environment.
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Position Requirements
10+ Years
work experience
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