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Paraplanner/IFA Administrator

  • Full Time
  • Leeds

Paraplanner/IFA Administrator

We are looking for someone that has experience working in an IFA environment to provide a first class administration and Paraplanning support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients. Responsibilities: Producing suitability reports for new business and writing client review letters Investment and product research […]

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