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Tech paraplanner - wealth planning & modelling (hybrid)

Yeovil
Old Mill
Planner
€37,500 a year
Posted: 12h ago
Offer description

Old Mill is seeking a technically strong Paraplanner to join our Wealth Management team in Yeovil. This role focuses on analysis, calculation, and structured financial planning, collaborating with Financial Planners to deliver high-quality advice to clients.

Ideal candidates will have relevant experience, a Diploma in Regulated Financial Planning, and strong technical knowledge of UK pensions and investments. We offer a hybrid working model, a competitive benefits package including 25 days of annual leave, and support for professional qualifications.

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