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Hybrid paraplanner: research, reports & cashflow

Blackburn
Broster Buchanan
€35,000 a year
Posted: 15 June
The role

Broster Buchanan is seeking a Paraplanner to support financial planners in Blackburn with hybrid working arrangements. This role involves conducting financial planning analysis and drafting compliant suitability reports to ensure exceptional client experiences.

The ideal candidate will have experience in preparing cashflow models, conducting detailed research, and ensuring compliance with FCA requirements. Strong communication skills are essential for liaising with advisers and preparing client documentation.

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