Paraplanner Oriented Financial Planning
Job in
Sambourne, Redditch, Worcestershire, B97, England, UK
Listed on 2026-02-28
Listing for:
Pinnacle Financial Planning
Full Time, Part Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Location: Sambourne
A leading financial planning firm based in Sambourne is seeking a dedicated Paraplanner to provide exceptional support to advisers and clients. Responsibilities include writing multi-pension and investment reports, identifying missing information, and liaising with clients and the Paraplanning team. The ideal candidate should possess strong communication skills and experience in Financial Services, alongside a Level 4 Diploma in Financial Planning.
This full-time position offers competitive pay and benefits including flexible working hours and professional development opportunities.
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