Pitcher Partners Private Wealth in Newcastle is seeking a Paraplanner to support our wealth advisers in delivering tailored financial planning solutions for clients. You will help prepare advice, maintain client records, and work with our expert team using Xplan and other tools to ensure high-quality service.
This role offers training and development within a team-oriented, growth-focused environment, with flexible work options, wellbeing days, parental leave, and CSR volunteering.
#J-18808-Ljbffr
📌 Paraplanner: Grow Client Wealth in Private Wealth (Newcastle City Council)
🏢 Pitcher Partners
📍 Newcastle City Council
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.