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Trainee Paraplanner

  • Full Time
  • LYMM

Trainee Paraplanner

The opportunity for a Junior Paraplanner to join a well-established financial planning firm who provide a holistic service to HNW clients.  Key Responsibilities  Providing support to the existing Paraplanners within the team Attending regular review meetings with clients and the advisers, and note taking Compiling Suitability Reports for clients based on the advisers recommendations Obtaining […]

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