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Remote Paraplanner — Strategic Financial Planning Support
Remote / Online - Candidates ideally in
Guiseley, West Yorkshire, LS20, England, UK
Listed on 2026-06-27
Guiseley, West Yorkshire, LS20, England, UK
Listing for:
Clayton Davies Ltd
Remote/Work from Home
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Clayton Davies Ltd is seeking a motivated and detail-oriented Paraplanner to join their expanding financial planning team, based in the United Kingdom. This is a key support role that involves working closely with Financial Advisers to deliver high-quality advice to clients.
Responsibilities include preparing suitability reports, conducting research, and ensuring compliance with FCA regulations. The ideal candidate will have previous experience in a similar role and a Diploma in Financial Planning (or be working towards it).
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