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Senior Paraplanner & Team Lead Owned

Job in Milton Keynes, Buckinghamshire, MK1, England, UK
Listing for: Exchange Street Claims ltd
Full Time position
Listed on 2026-02-25
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 55000 GBP Yearly GBP 55000.00 YEAR
Job Description & How to Apply Below
Position: Senior Paraplanner & Team Lead – Employee-Owned
A leading financial services firm in Milton Keynes is seeking a Senior Paraplanner to support their Chartered planners. This role involves working on complex cases, leading a paraplanning team, and focusing on client-centric cashflow modelling. With a unique employee ownership structure, the firm offers excellent career development opportunities, a competitive salary up to £55k, and generous bonuses. The role promises a great work-life balance and opportunities for professional growth, making it a destination position rather than a stepping stone.
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Position Requirements
10+ Years work experience
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