A financial services firm in Altrincham is seeking a Paraplanner to provide technical paraplanning support in a hybrid working environment. The candidate will produce suitability reports, review cases, and maintain accurate client records using Salesforce. Essential qualifications include a Level 4 Diploma in Regulated Financial Planning and at least 1 year of experience. The role offers a salary of £36,000 - £40,000 and up to 10% annual bonus, emphasizing quality over volume in client service.
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