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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