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Senior Paraplanner: FCA- Reports & Advisory Pathway

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-11
Job specializations:
  • Retail
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Position: Senior Paraplanner: FCA-Ready Reports & Advisory Pathway
Location: Newcastle upon Tyne

An established industry player is seeking a skilled Paraplanner to join their dynamic team in Newcastle. This role is pivotal to their growth strategy, offering a clear pathway for career advancement, whether towards an Advisory position or a senior role within the paraplanning team. The successful candidate will be responsible for preparing documentation, ensuring compliance with FCA guidelines, and leveraging technology to deliver precise solutions for clients.

If you're passionate about financial advice and looking to make a significant impact in a thriving environment, this opportunity is perfect for you.

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Position Requirements
10+ Years work experience
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