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Paraplanner - Impactful Wealth Planning

Job in Reading, Berkshire, RG1, England, UK
Listing for: Cooper Parry
Part Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
Position: Paraplanner - Impactful Wealth Planning with Flexible Work
A leading financial planning firm in the UK is seeking a Paraplanner to join a dynamic team. The successful candidate will be responsible for supporting Relationship Managers by preparing client meetings, analyzing financial positions, and creating comprehensive reports. The role values teamwork, continuous learning, and attention to detail, and requires experience as a paraplanner, strong analytical abilities, and a Diploma in Regulated Financial Planning.

The company offers a flexible working environment and numerous benefits to ensure employee satisfaction.
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