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Paraplanner: Reports, Research & Client Support

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Location: Newcastle upon Tyne

A recruitment firm specializing in finance is looking for an experienced Paraplanner to provide high-quality technical support to financial advisers. You will draft compliant Financial Planning Reports, conduct product research, and maintain client records. Strong communication, organizational, and analytical skills are essential for this role. The position offers 25 days of annual leave, life assurance, and additional employee benefits including an electric car scheme and learning & development opportunities.
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