Senior Paraplanner — Complex Case Specialist
New Yesterday
A financial services firm based in Worcester is seeking a Senior Paraplanner to support Financial Planners in delivering holistic advice to clients. This hybrid role includes conducting research, preparing client documentation, and assisting with cashflow modelling. Ideal candidates have a Level 4 Diploma and paraplanning experience within financial planning. The position offers opportunities to work on complex cases, develop technical expertise, and support the growth of junior staff.
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- Location:
- Worcester
- Job Type:
- FullTime