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Paraplanner: hybrid, path to adviser & chartered

Burnley
Reed
Posted: 24 November
Offer description

A growing wealth management firm in Burnley is seeking an experienced Paraplanner to support Financial Advisers. This role offers a pathway to Adviser and Chartered status, along with hybrid working and flexibility. Candidates should have experience in a similar role and ideally possess a Level 4 Diploma in Financial Advice. Responsibilities include research, recommendation preparation, and client record maintenance.


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