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Estate planning paraplanner – hybrid role with growth

Birmingham (West Midlands)
Sanderson
Planner
€42,500 a year
Posted: 11 May
Offer description

Sanderson, a well-regarded financial services organization, is seeking an experienced Paraplanner to support Financial Advisers in Birmingham. This key role involves preparing documentation, conducting research, and producing suitability reports that meet compliance standards. Candidates should possess technical proficiency in estate planning and previous experience in Paraplanning. The position offers a flexible hybrid working environment, an annual bonus, and up to 30 days of annual leave.
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