Company: The Opportunity Hub UK
Location: Newcastle under Lyme
Job Description:
The Opportunity Hub UK is seeking a Financial Planning Associate to join a forward-thinking IFA team in Newcastle-under-Lyme. You will support experienced Financial Planners with research, analysis, and report preparation, helping identify planning opportunities and prepare comprehensive suitability reports.
You will conduct fund research using FE Analytics, maintain due diligence, and support documentation compliance and team development.
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Posted: July 16th, 2026