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Senior paraplanner - wealth planning & client reporting

Harrogate
Asset Recruit
Reporter
€40,000 a year
Posted: 27 April
Offer description

A leading wealth management firm in Harrogate is seeking experienced Paraplanners to join their award-winning team. The role involves preparing financial reports for clients, conducting necessary research, and maintaining the annual client review process. Ideal candidates will be motivated to advance their careers in a respected firm with significant client assets. If you possess the required skills, we encourage you to apply today.
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