Paraplanner - Remote
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Description
Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business .
This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices.
Key
Responsibilities
Assisting a high producing IFA Principal.
Dealing with Wealthy private clients portfolio's.
Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow mo…
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