More jobs:
Wealth Paraplanner; Hybrid – Leading Wealth Team
Job in
Ipswich, Suffolk County, IP1, England, UK
Listed on 2025-12-30
Listing for:
RBC Brewin Dolphin
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst
Job Description & How to Apply Below
A leading financial institution is seeking an experienced Wealth Paraplanner for their Ipswich office. This full-time position requires strong knowledge of financial planning solutions and the ability to provide excellent technical support to wealth managers. Responsibilities include preparing financial plans and conducting client research. Ideal candidates will have attained a CII Level 4 Diploma or equivalent, possess strong communication skills, and be proficient with financial planning software.
Opportunities for growth and advancement are available.
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