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Paraplanner in Wealth Planning

Remote / Online - Candidates ideally in
Ferndown, Dorset County, BH22, England, UK
Listing for: Recruit UK
Full Time, Remote/Work from Home position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Services, Financial Reporting
Job Description & How to Apply Below
Position: Paraplanner Hybrid Role in Wealth Planning
A growing wealth management firm in the United Kingdom is seeking an experienced Paraplanner to join their expanding team. The role involves supporting Financial Planners with high-net-worth clients in areas such as investment planning, pensions, and estate planning. Ideal candidates will have over 3 years of paraplanning experience and hold a Level 4 Diploma in Regulated Financial Planning. This position offers hybrid working after probation, along with generous benefits including 25 days holiday and enhanced pension options.
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