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Paraplanner: in Client‑Focused Financial Planning

Job in Wokingham, Berkshire, RG40, England, UK
Listing for: Mulberry Recruitment
Part Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Position: Paraplanner: Flexible Hours in Client‑Focused Financial Planning
A growing Financial Advice Firm in Wokingham is seeking a committed Paraplanner. The role involves preparing suitability reports, managing client communications, and developing tailored financial solutions. Candidates should have at least a Level 4 Diploma in Financial Planning and prior experience as a Paraplanner. Benefits include 25 days annual leave, life cover, flexible hours, and paid sick leave.
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