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Wealth paraplanner: precision in client planning & analysis

Bath
RBC Brewin Dolphin
Planner
€42,500 a year
Posted: 15h ago
Offer description

RBC Brewin Dolphin in Bath is looking for a Wealth Paraplanner to join their team. The successful candidate will support Wealth Managers by preparing detailed financial plans, conducting research, and liaising with clients and colleagues.

Applicants should have a CII Level 4 Diploma in Regulated Financial Planning, previous Paraplanning experience, and strong communication skills. This full-time role offers a dynamic environment with opportunities for professional growth.

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