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Trainee Paraplanner: Wealth Planning Support and Growth

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Switch Recruitment
Apprenticeship/Internship position
Listed on 2026-07-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Newcastle upon Tyne

Switch Recruitment is seeking a Trainee Paraplanner for a reputable financial advisory client in the United Kingdom. The role provides planning support to Financial Planners and services to both private and corporate clients.

Responsibilities include assisting with client valuations, drafting reports, liaising with insurers, and ensuring records and checks are completed. Ideal candidate has wealth management exposure and strong communication skills.

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