Paraplanning Manager: Lead, Plan & Compliance
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-06-23
Listing for:
Meraki Talent
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Meraki Talent is seeking a skilled Paraplanning Manager to join our financial planning team in Newcastle upon Tyne. This role requires leading a team of Paraplanners, conducting research, and preparing accurate financial plans. The ideal candidate will have experience in paraplanning or financial advice and strong communication skills.
Responsibilities include ensuring compliance, assisting with client presentations, and maintaining updated financial plans to reflect clients' objectives. A Diploma in Financial Planning or equivalent is preferred for this position.
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