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Paraplanner - remote work & study support in wealth mgmt

Liverpool (Merseyside)
Prestige Recruitment Group
€37,500 a year
Posted: 4 May
Offer description

An established financial services firm is seeking a dedicated Paraplanner to join their Liverpool City Centre team. This role involves supporting Financial Advisors by ensuring compliance with company procedures in financial planning and report writing. You'll work closely with a well-organized team, contributing to client management and data analysis. The position offers a collaborative environment with opportunities for professional growth, including support for obtaining financial qualifications. If you have a keen eye for detail and a passion for financial services, this could be the perfect opportunity for you.
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