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Senior Paraplanner: Complex Cases (Hybrid)

Posted 9 days 21 hours ago by RGH-Global Ltd

Permanent

Full Time

Other

Newcastle Upon Tyne, City, United Kingdom, NE1 1

Job Description

A financial services company in the United Kingdom is seeking a Senior Paraplanner to support Financial Planners in delivering holistic advice. Responsibilities include conducting research on investments and tax planning, preparing suitability reports, and cashflow modeling. The ideal candidate will have proven paraplanning experience and a Level 4 Diploma. This role offers a hybrid working model and an opportunity to mentor junior staff while working on complex cases.

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