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Senior Paraplanner - Client-Facing Financial Planning Lead

Job in Bedford, Bedfordshire, MK40, England, UK
Listing for: Eden Rose
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 50000 GBP Yearly GBP 45000.00 50000.00 YEAR
Job Description & How to Apply Below
A well-established financial services firm in Bedfordshire is seeking an experienced Senior Paraplanner to join their team.

This role offers a salary between £45,000 and £50,000, along with hybrid working options after probation. You'll have direct involvement in client meetings and be pivotal in the financial planning process. The ideal candidate will have a Level 4 Diploma and experience in a Financial Services Practice with a focus on client-centric service. Additional perks include exam support and comprehensive benefits.
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Position Requirements
10+ Years work experience
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