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Paraplanner – financial planning & client solutions

St Albans
Berry Recruitment
Financial planner
Posted: 11 May
Offer description

A respected financial services organization based in St Albans is looking for an experienced Paraplanner. In this role, you will support financial advisers by providing technical expertise, conducting research, and preparing client recommendations. Key responsibilities include managing client requests and ensuring compliance. Applicants should hold a Level 4 Diploma in Regulated Financial Planning and possess demonstrable paraplanning experience. A competitive salary is offered along with full-time work hours, Monday to Friday.
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