Paraplanner - Newcastle

This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle.

Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients.

You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and p...

APCT1_UKTJ