Senior Paraplanner – AI-Supported Path to Financial Planner

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

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