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Assistant Paraplanner - Launch Career in Financial Planning

Job in Milton Keynes, Buckinghamshire, MK10 0BX, England, UK
Listing for: Trinitybridge
Full Time position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Finance Assistant, Accounting & Finance
Job Description & How to Apply Below

Trinity Bridge is seeking a proactive professional to support Financial Planners in data collection, product research and the preparation of application forms and supporting literature. You will obtain policy information, produce new business illustrations using software, and prepare information for analysis by the Paraplanner and Planner.

Strong IT skills (Word/Excel) and familiarity with X-Plan and Iress are desirable.

This role is for the Assistant Paraplanner
- Launch Career in Financial Planning role at Trinitybridge.

We invite applications for the Assistant Paraplanner
- Launch Career in Financial Planning position located in England, United Kingdom.

The following position is for a Assistant Paraplanner
- Launch Career in Financial Planning with Trinitybridge.

Our group is growing, and we are hiring a Assistant Paraplanner
- Launch Career in Financial Planning in England, United Kingdom.

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