Paraplanner: Research, Reports & FCA Compliance; Hybrid
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-01-15
Listing for:
evelyn Partners
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Location: Newcastle upon Tyne
A leading wealth management firm is seeking an AFP / Paraplanner to support Financial Planners in Newcastle upon Tyne. The role involves conducting technical research and preparing suitability reports while ensuring compliance with FCA standards. Candidates are required to hold a Level 4 Diploma in Financial Planning and possess attention to detail along with strong communication skills. This hybrid role involves working in the office three days a week and offers a competitive salary and benefits including private medical insurance.
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