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Paraplanner: impactful financial planning & support

Cardiff
Legal & General
Financial planner
€40,000 a year
Posted: 20 May
Offer description

Legal & General is looking for a Paraplanner to deliver high-quality financial planning solutions. You will provide technical support to advisers and ensure that recommendations are well-researched and aligned with client needs.

Your role will involve preparing compliant suitability reports and conducting thorough research across financial planning areas. The ideal candidate will have experience in paraplanning along with strong knowledge of pensions, investments, and tax planning.

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