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Aspiring Financial Planner — Study

Remote / Online - Candidates ideally in
Kingston upon Hull, Hull, East Riding of Yorkshire, HU2, England, UK
Listing for: Optimum Path Ltd
Full Time, Remote/Work from Home position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 35000 - 55000 GBP Yearly GBP 35000.00 55000.00 YEAR

Job Description & How to Apply Below

Position: Aspiring Financial Planner — Hybrid Role with Study Support
Location: Kingston upon Hull

Optimum Path Financial Planning Limited is seeking an entry-level Financial Planner support role designed to train you toward a fully qualified Financial Planner. No extensive prior experience required; the role suits someone starting their financial planning career.

You will support our Financial Planners and Paraplanners across the advice process: gathering client data, researching products, building and stress-testing lifetime cashflow models, and contributing to suitability reports, under a

We would love to welcome a new Aspiring Financial Planner — Hybrid Role with Study Support to our organisation in United Kingdom.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in United Kingdom.

This opportunity is part of our work in Finance.

The advertised compensation is 35.000 - 55.000.

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