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Hybrid paraplanner – wealth planning & reports

Harrogate
4Life Wealth Management
Planner
€37,500 a year
Posted: 1h ago
Offer description

4Life Wealth Management is seeking a Paraplanner for a full-time hybrid role based in Harrogate. The ideal candidate will support financial advisers by preparing client reports, analysing financial data, and ensuring compliance with regulatory requirements. Excellent communication, research skills, and a Level 4 Diploma in Financial Planning or a related qualification are essential. Experience in financial services is preferred. The position allows occasional work from home, fostering a collaborative environment while delivering high-quality client service.
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