Paraplanner to Financial Planner
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-02-24
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Location: Newcastle upon Tyne
A leading financial services firm in Newcastle upon Tyne is seeking an aspiring Financial Planner looking to transition from Paraplanning. The role includes technical responsibilities such as gathering client information, preparing suitability reports, and maintaining client records. This position offers genuine career progression opportunities while working with affluent clients. Ideal candidates should possess current or recent Paraplanning experience and strong research skills.
A supportive environment awaits for professional growth.
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