Senior Paraplanning Lead & Financial Planning Coach
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-07-31
Listing for:
Meraki Talent
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Services, Financial Compliance
Job Description & How to Apply Below
Meraki Talent is seeking a skilled Paraplanning Manager to support financial advisors by conducting research, preparing financial plans, and ensuring documentation is accurate and compliant with regulations.
This role also involves leading a team of paraplanners, maintaining client plans, and delivering clear, well-structured reports to clients and advisors in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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