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Wealth planning paraplanner — client-focused & impactful

Liverpool (Merseyside)
Hoxton Wealth
Planner
€37,500 a year
Posted: 27 April
Offer description

A reputable wealth management firm in the United Kingdom seeks a skilled Paraplanner to support financial advisors in providing comprehensive financial planning and investment advice. The role involves thorough research, preparing financial reports, monitoring client portfolios, and ensuring compliance with regulations. Candidates should have at least 3 years of experience in financial planning, a degree in Finance or Economics, and strong analytical and communication skills. The position offers a collaborative environment and opportunities for professional growth.
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Home > Jobs > Logistics jobs > Planner jobs > Planner jobs in Liverpool (Merseyside) > Wealth Planning Paraplanner — Client-Focused & Impactful

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