Paraplanner | Path to Adviser, Hybrid Work, High Earnings in Newcastle upon Tyne

Paraplanner | Path to Adviser, Hybrid Work, High Earnings in Newcastle upon Tyne

Newcastle upon Tyne Full-Time No working from home possible
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Exchange Street Claims & Financial Services is seeking a paraplanner to join a busy technical planning team in the UK. You will help formulate advice across pensions, investments, tax planning, trusts and protection, and complete product research and report writing using the company’s planning system.

After training, you’ll work on a hybrid model with three days in the office and two days at home, with a clear route into financial advice and exam funding to support qualifications.

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Paraplanner | Path to Adviser, Hybrid Work, High Earnings in Newcastle upon Tyne employer: Exchange Street Claims & Financial Services

As a leading firm in the claims management sector, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel. With a focus on professional development and a commitment to work-life balance, our remote positions offer flexibility while allowing you to manage high-value domestic claims across the vibrant Leeds and Yorkshire regions. Join us to be part of a team that values your expertise and provides ample opportunities for growth and advancement.

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Contact Details:

Exchange Street Claims & Financial Services Recruitment Team