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Hybrid paraplanner: private wealth technical research

Ilkley
CB3 Associates Ltd
€37,500 a year
Posted: 4h ago
Offer description

CB3 Associates Ltd in Ilkley is seeking an experienced Paraplanner to support high-performing advisers. The role offers a hybrid working setup, with a competitive salary of £35-40k DOE plus benefits. Key responsibilities include preparing reports, conducting market research, and developing financial planning strategies.

The successful candidate will ideally have a QCF Level 4 Diploma or be working towards it, along with strong FCA compliance knowledge. Enjoy a relaxed office environment while engaging in critical financial analysis.

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