Aspiring Financial Planner — Hybrid Role with Study Support

Optimum Path Financial Planning Limited is seeking an entry-level Financial Planner support role designed to train you toward a fully qualified Financial Planner. No extensive prior experience required; the role suits someone starting their financial planning career.

You will support our Financial Planners and Paraplanners across the advice process: gathering client data, researching products, building and stress-testing lifetime cashflow models, and contributing to suitability reports, under a

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