Exchange Street Financial Services Ltd is hiring a Paraplanner to join a busy technical planning team. You will work with Financial Advisers to formulate advice for high‑value clients across pensions, investments, tax planning, trusts and protection.
The role includes product research, report writing and mentoring junior staff. After training, the position offers hybrid work (two days in the office, three days at home) with a explicit route into financial advice and funded qualifications.
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📌 Senior Paraplanner: Hybrid Role with Path to Financial Adviser (Newcastle)
🏢 Exchange Street Claims
📍 Newcastle
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