Quilter Cheviot – Financial Planning is seeking a Paraplanner for a full-time hybrid role in the Greater Leeds Area. You will support Financial Planners, prepare client files, and conduct financial research to aid recommendations.
Responsibilities include drafting suitability reports, modelling scenarios, and ensuring compliance with UK regulations. A Diploma in Financial Planning or equivalent is welcomed, with strong analytical and writing skills valued.
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Contact Details:
Quilter Cheviot - Financial Planning Recruitment Team
