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Paraplanner – hybrid wealth planning & reports

Bristol (City of Bristol)
Evelyn Partners
Planner
€37,500 a year
Posted: 27 April
Offer description

A financial management firm in Bristol is looking for a Paraplanner to support Financial Planners by preparing suitability reports and conducting technical research across various financial products. The ideal candidate will have demonstrable paraplanning experience and a Level 4 Diploma in Financial Planning. Strong communication and organizational skills are essential. The role offers a hybrid working model along with benefits like private medical insurance and a generous holiday package.
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