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Paraplanner (hybrid) — research, planning & client support

Leicester
Idex Consulting
Planner
Posted: 27 April
Offer description

A financial planning firm in Leicester is seeking a Paraplanner to support experienced financial planners. The role involves assisting in formulating financial advice, reviewing client objectives, and conducting research on investment products. The ideal candidate should be Level 4 diploma qualified with strong interpersonal and customer service skills. This position offers a hybrid work model and opportunities for growth in a supportive environment.
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