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Paraplanner (worcester)

Worcester
Permanent
€40,000 a year
Posted: 4h ago
Offer description

Fram Search is working on behalf of a well-established and highly regarded Independent Financial Planning firm in Worcester that is looking to appoint a Paraplanner to support its growing advice team. This is a fantastic opportunity to join a client-focused, independent firm where technical expertise is valued and paraplanners play a central role in delivering high-quality financial planning solutions. Working closely with Financial Advisers, you will be responsible for preparing suitability reports, conducting research and analysis across pensions, investments and protection, and ensuring recommendations are accurate, compliant and aligned with client objectives. You will be an integral part of the advice process, helping advisers deliver a first-class client experience. The firm is ideally seeking someone who is Level 4 Diploma qualified, although candidates who are part-qualified and actively progressing through exams will also be considered. Previous paraplanning experience within an IFA or wealth management environment is highly desirable. Hybrid working is available, offering flexibility alongside the benefits of being part of a collaborative office-based team. This opportunity would suit a technically strong individual who enjoys detailed analysis, takes pride in producing high-quality work and is looking to develop their career within a supportive independent firm. For a confidential discussion, please contact Fram Search.

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