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Paraplanner - holistic financial advice & research

Aberdeen
Idex Consulting
€35,000 a year
Posted: 11h ago
Offer description

A financial services firm is seeking a Paraplanner in Aberdeen City to support financial advisers by conducting analysis and preparing recommendations. This role requires a Level 4 diploma or equivalent and previous experience as a Trainee Paraplanner or Paraplanner. Key responsibilities include preparing fund switch reports, client fact finds, and attending client meetings. A generous salary and benefits package is offered, fostering an inclusive company culture.
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