Lycetts Financial Services, part of Benefact Group, is looking for a Paraplanner to join our Newcastle office. Working as part of a collaborative paraplanning team, you'll support Financial Advisers in delivering high-quality financial planning solutions, including cashflow modelling and detailed research.
You'll conduct technical calculations (CGT, IHT, pension analysis), prepare suitability reports, maintain client documents, and stay up to date with regulations.
