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Paraplanner Elevating to Adviser - Wealth Management

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance, Financial Services, Financial Reporting
Job Description & How to Apply Below
A boutique wealth management company based in Sutton is seeking an experienced Paraplanner to join their friendly team. The ideal candidate will have over 2 years of paraplanning experience and 4+ years in the Wealth Management Industry. Key responsibilities include supporting advisers, conducting research, preparing suitability reports, and managing the paraplanning process.

This role offers a great opportunity for professional growth and is suited for those who are client-focused and detail-oriented.
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