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Technical Paraplanner: Reports, Training

Job in Wilmslow, Cheshire, SK9, England, UK
Listing for: Equilibrium Financial Planning
Apprenticeship/Internship position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Reporting, Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
Position: Technical Paraplanner: Reports, Training & Growth
A financial planning firm in Wilmslow is seeking an experienced Technical Paraplanner to produce high-quality suitability reports and application packs. The ideal candidate will have a CII Level 4 Diploma and a minimum of five years of paraplanning experience. This role focuses on supporting Financial Planners and Client Managers while ensuring compliance and delivering training. The firm offers excellent benefits, a performance-driven bonus, and a flexible work environment to promote work-life balance.
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