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Hybrid Paraplanner Associate — to Financial Planner

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Progeny
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Hybrid Paraplanner Associate — Grow to Financial Planner

A financial services provider is seeking Associate Paraplanners to support Financial Planners with client financial solutions. Responsibilities include researching client requirements, drafting suitability letters, and maintaining documentation. Ideal candidates should possess Client Services experience and be pursuing a Diploma in Financial Planning. This role offers opportunities for professional development within a hybrid working model across various UK locations including Leeds.

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Position Requirements
10+ Years work experience
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