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Paraplanner: pension transfers & investment support

Hitchin
Tate
€37,500 a year
Posted: 21 May
Offer description

Tate Recruitment is seeking a Paraplanner in Hitchin focusing on producing high-quality suitability reports, especially for pension transfers. You will support financial planners and assist the wealth management team. The ideal candidate will have proven experience in suitability reporting and pension transfers.

The position offers a salary between £35,000 to £40,000, 5 weeks of holiday, fully funded training, and a supportive team culture.

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