An established industry player is seeking a skilled Paraplanner to join their dynamic team in Fareham. This role involves providing essential support to financial advisors, ensuring high-quality financial advice is delivered to clients. The ideal candidate will have a solid understanding of financial planning processes, with a focus on compliance and attention to detail. You'll be responsible for preparing reports, conducting research, and communicating effectively with clients and third-party providers. If you're passionate about financial services and eager to contribute to a client-focused firm, this opportunity is perfect for you.
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