Paraplanning Manager: Lead & Elevate Financial Plans
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-07-10
Listing for:
Meraki Talent
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance
Job Description & How to Apply Below
Meraki Talent is seeking a skilled Paraplanning Manager to join our financial planning team. You will lead a team of paraplanners, collaborate with financial advisors to prepare comprehensive financial plans, and ensure all documentation is accurate and compliant with regulations.
The role requires strong analytical ability, attention to detail, and excellent communication. You will conduct research on investment options and products, support client presentations, and regularly review plans to
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