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Wealth paraplanner - uhnw client reports & growth

Leatherhead
Financial Divisions
€45,000 a year
Posted: 8h ago
Offer description

Financial Divisions is hiring a Paraplanner for their Leatherhead offices in Surrey. This unexpected role focuses on providing comprehensive financial advice to high-net-worth and ultra-high-net-worth clients. The successful candidate will be part of a dedicated team, engaging in report writing and managing client accounts. The firm encourages professional development and offers up to £45,000 in salary along with additional benefits. Strong organizational skills and knowledge of financial advising tools are essential for success.
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