Paraplanner - Create Precise, Client-Focused Financial Plans
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-07-06
Listing for:
Meraki Talent
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Meraki Talent is seeking an experienced Paraplanner to support our financial planning team in Newcastle upon Tyne. In this role, you will collaborate with financial advisors to create comprehensive financial plans, conduct in-depth research on investment options, and assist in preparing client presentations while ensuring accuracy and compliance.
The ideal candidate will have previous experience in a Paraplanning role, a Diploma in Financial Planning, and strong communication skills. Join us in delivering high-quality financial services.
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