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Paraplanner to financial advisor: client-facing growth

Armagh
Brook Street
Financial advisor
Posted: 21 April
Offer description

A growing financial services firm in Armagh is seeking an experienced Paraplanner eager to transition to a client-facing Financial Advisor role. The position offers high-quality support to financial advisors, with responsibilities including managing existing relationships and pursuing new business. Applicants should possess a Level 4 Diploma in Financial Planning and demonstrate excellent communication skills. This role promises clear career progression, access to an existing client base, and competitive salary along with benefits.
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