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. #J-18808-Ljbffr
Location:
Worcester
Job Type:
FullTime

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