Hybrid Paraplanner — Cashflow Modeling & Financial Plans

The JobsBoard is seeking a Paraplanner in Farnham to join a dynamic financial planning team. You will provide high-level paraplanning, including cash flow modelling and quality suitability reports, while supporting the Financial Planner with technical guidance.

Candidates should have at least 3 years’ paraplanning experience, a Level 4 Diploma, and strong IT skills including Curo, FE Analytics, and Voyant. The role offers hybrid working with two days in the office and remaining days from home.

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