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Paraplanner: client planning & reports expert

Glasgow (Glasgow City)
Acumen Financial Planning
Planner
€35,000 a year
Posted: 4 May
Offer description

Acumen Financial Planning is seeking a Paraplanner in Glasgow to support Financial Planners in preparing client documentation, conducting financial forecasting, and managing client relationships. The ideal candidate will demonstrate excellent interpersonal skills, attention-to-detail, and be committed to obtaining a Dip PFS qualification. Responsibilities include client reviews, preparing recommendations, and collaborating with the Financial Planning team to enhance client satisfaction. We value diversity and welcome all applicants.
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