The FIMS Consultancy is representing a growing boutique financial planning practice in Newcastle, seeking an experienced Paraplanner with Level 4 Diploma to join the team.
You will analyse clients, build Voyant cashflow models, research pensions and investments, and contribute to tailored financial planning. The role combines technical depth with progression toward advising in a friendly, collaborative culture.
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Senior Paraplanner - Path to Financial Planner (Newcastle) employer: Career poster
Heat Sync is an exceptional employer, offering a competitive salary and a supportive work culture that values detail and professionalism. With opportunities for growth in a dynamic environment, employees can take pride in working on prestigious projects across Surrey and surrounding areas, ensuring a rewarding and meaningful career in the air conditioning industry.