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Financial Analyst Financial Reporting Financial Consultant Financial Services

Hybrid Paraplanner & Associate Financial Planner

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, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading wealth management firm in Newcastle upon Tyne is seeking a Paraplanner/Associate Financial Planner to support their Financial Planning team. This hybrid role involves preparing financial advice, collaborating with Financial Planners, and ensuring accurate client records. Candidates should possess a Level 4 Diploma in Financial Planning and strong technical knowledge. The position offers access to benefits like private medical insurance and a generous holiday package, fostering a diverse, inclusive work environment.
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Position Requirements
10+ Years work experience
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