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Senior Paraplanner: Complex Financial Planning Lead

Posted 1 day 8 hours ago by Weatherbys Banking Group

Permanent
Full Time
Other
London, United Kingdom
Job Description
A financial services firm in London seeks an experienced Senior Paraplanner to manage complex financial planning cases with a focus on pensions, investments, and estate planning. The role includes writing clear and practical advice for financial planners and ensuring compliance with all standards. Candidates should possess strong experience in financial planning and hold a Diploma in Financial Planning. They also offer a supportive and inclusive work environment with hybrid working options.
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