A growing wealth management firm is seeking an experienced Paraplanner to support their advisors in Preston. This role involves delivering high-quality financial planning support, conducting research, and collaborating closely with advisers to produce client recommendations. The ideal candidate will be QCF Level 4 qualified, possess strong analytical skills, and have experience in holistic financial planning, including pensions and investments. The firm provides a supportive environment aimed at long-term career development and various employee benefits.
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