Postaladdress Uk in Preston is seeking an experienced Paraplanner to join their financial advisory team. The role involves analyzing client information, conducting financial analyses, and preparing suitability reports. Candidates must have a minimum Level 4 Diploma in Financial Planning and at least 4 years' experience as a Paraplanner, with strong skills in investments and pensions. This position offers a dynamic work environment with close team collaboration and relationship management opportunities.
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