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Paraplanner - Tech-Driven Wealth Planning

Job in Lichfield, Staffordshire, WS13, England, UK
Listing for: Hoxton Wealth Group
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below

Hoxton Wealth Group is looking for a Paraplanner to support financial advisors in delivering comprehensive investment advice. The ideal candidate will have a minimum of 1 year of experience in financial planning and an excellent understanding of investment products.

The role involves conducting detailed research, preparing financial reports, and monitoring client portfolios. Join a global firm with a commitment to helping clients achieve their financial goals.

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