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Paraplanner

Description

JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards.

If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now!

Duties for the Paraplanner: Support the Financial Adviser throughout the client journey.

Accurately prepare suitability reports and letters to target deadlines.

Ensure all client work is compliant and supported with relevant paperwork.

U…

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