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Paraplanner: research‑driven wealth management career

Leamington Spa
RecruitUK
Wealth manager
Posted: 4h ago
Offer description

A financial services recruitment agency is seeking a Paraplanner in Royal Leamington Spa. In this diverse role, you will compile research, perform cash flow modeling, and produce suitability reports for clients. Candidates should ideally be working towards the CII Level 4 Diploma in Regulated Financial Planning. The position offers a competitive salary and excellent benefits, including private medical and dental insurance, along with a supportive community environment to develop your career.
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