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Strategic paraplanning leader

Edinburgh
M&G
€60,000 a year
Posted: 23h ago
Offer description

M&G is seeking a Paraplanning Manager to lead the Paraplanning team in Edinburgh. This role includes facilitating onboarding, conducting quality assurance reviews, and managing team performance while ensuring compliance standards are met.

As an experienced Paraplanner, you will analyse complex client needs and develop financial planning strategies. A CII Diploma in Regulated Financial Planning is essential.

This opportunity allows for progress within the Paraplanning function while offering competitive benefits including a significant pension scheme and generous annual leave.

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