Paraplanner to Financial Planner: Path to Elite Advisory
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-02-24
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A leading consultancy firm in Newcastle upon Tyne is looking for a Paraplanner to assist in financial planning activities. The role involves gathering client information, preparing reports, and supporting financial planners, offering a clear path to advancement in the finance sector. This position is ideal for candidates seeking stability and growth while working with high net worth clients in a collaborative environment.
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