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Paraplanner: Client-Facing Wealth Planning

Remote / Online - Candidates ideally in
Loughborough, Leicestershire, LE11, England, UK
Listing for: Eden Rose
Part Time, Remote/Work from Home position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Position: Paraplanner: Client-Facing Wealth Planning, Flexible Hours
A successful Wealth Management firm in Loughborough is looking for a Paraplanner to join their dynamic team. Responsibilities include typical paraplanning duties and engaging with leads to book meetings with financial advisers. The ideal candidate will have experience in a financial planning firm and be partially or fully level 4 qualified. Benefits include car parking, a generous salary and bonus, progression pathways, and flexible working hours, including options for remote work.
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