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Hybrid Paraplanner Advisory Path

Job in Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
Position: Hybrid Paraplanner for Advisory Path
A leading financial services firm is seeking a Paraplanner / Associate Financial Planner to join their Newcastle Upon Tyne office. This hybrid role involves providing critical support to Financial Planners by gathering client information, conducting technical research, and preparing reports. The ideal candidate will hold a Level 4 Diploma in Financial Planning and demonstrate strong technical knowledge, attention to detail, and excellent communication skills.

This position offers a comprehensive benefits package and opportunities for professional development.
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