The FIMS Consultancy is representing a growing boutique financial planning practice in Newcastle, seeking an experienced Senior Paraplanner to join its friendly Gosforth team. You will use Voyant cashflow modelling, technical knowledge and professional judgement to help clients understand where they are, where they want to go and how they can get there.
This is not a report-writing factory. AI supports meeting notes and reports, but you will add value through analysis, planning and personalised
Senior Paraplanner - AI-Supported Path to Financial Planner in Newcastle upon Tyne employer: The FIMS Consultancy
The FIMS Consultancy is an exceptional employer for Senior Paraplanners, offering a supportive and friendly work culture in the heart of Gosforth, Newcastle upon Tyne. With a focus on genuine lifestyle financial planning, employees benefit from funded professional development, a clear pathway to career advancement, and a collaborative team environment that values both technical expertise and personal growth. Enjoy a balanced work-life with generous holiday allowances, social events, and a commitment to employee wellbeing.
