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Wealth Paraplanner - in Financial Planning

Job in Ipswich, Suffolk County, IP1, England, UK
Listing for: RBC Brewin Dolphin
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Position: Wealth Paraplanner - Growth in Financial Planning
A leading financial institution is seeking an experienced Wealth Paraplanner for their Ipswich office. This full-time position requires strong knowledge of financial planning solutions and the ability to provide excellent technical support to wealth managers. Responsibilities include preparing financial plans and conducting client research. Candidates should have a CII Level 4 Diploma or equivalent, strong communication skills, and proficiency in financial planning software.

Opportunities for growth are available.
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