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Paraplanner — expert reports, cashflow modelling & planning

Tunbridge Wells
Brook Street
Planner
€50,000 a year
Posted: 1h ago
Offer description

Brook Street is seeking a Paraplanner in Tunbridge Wells, UK. This full-time position requires solid paraplanning experience, ideally around three years. Responsibilities include preparing suitability reports, analyzing client information, and maintaining accurate client records using Salesforce. The successful candidate will have excellent communication skills and a strong understanding of regulated advice processes. Competitive salary based on experience, along with benefits such as 25 days holiday, a bonus scheme, and private medical care.
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