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Paraplanner – wealth planning & client impact

Guildford
Evelyn Partners Limited
Planner
€37,500 a year
Posted: 6h ago
Offer description

Evelyn Partners Limited in Guildford seeks a Paraplanner to prepare suitability reports and provide comprehensive technical support for Financial Planners. The ideal candidate holds a Level 4 Diploma in Financial Planning, has demonstrable paraplanning experience, and exhibits excellent communication and organisational skills. Responsibilities include attending client meetings and conducting technical research for financial advice. The role offers diverse benefits, including private medical insurance and generous holiday allowances.
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