Hybrid Paraplanner: Investment Research & Reports

Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner for a full-time permanent role. The position focuses on rigorous financial research, bespoke investment reporting, and thorough analysis of complex financial plans.

The role requires a Diploma in Financial Planning and prior paraplanning experience within an Independent Financial Advice environment. You will work with advisers to deliver high-quality research and reports, with hybrid working and

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