Paraplanner
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Role and
responsibilities
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner.
They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investment…
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