Rathbones Plc in Newcastle upon Tyne is seeking an experienced Paraplanner to support Financial Planning Directors in delivering client services. The role involves preparing cashflows, accompanying directors to meetings, and managing work expectations.
Ideal candidates will have a CII Diploma in Financial Planning, Chartered Financial Planner status, and at least 3 years of paraplanning experience. The company supports ongoing training and development within a collaborative team environment.
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