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Paraplanner: Wealth Planning & Research Specialist

Job in Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Recruit Wealth
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Position: Paraplanner: Wealth Planning & Research Specialist )
A national financial planning firm based in Newcastle upon Tyne is looking for a Paraplanner to join their growing team. In this role, you will compile financial planning reports, support Financial Planners, and handle client day-to-day queries. Ideal candidates will have experience in a financial advice firm and possess strong research skills. This is an opportunity to join a company that is expanding and has a great reputation in the financial industry.
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