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Paraplanner

Saffron Walden
Heat Recruitment
Posted: 17h ago
Offer description

Location

Ashdon,

Salary £28000 - £35000 | Type: Permanent | Workplace: On-Site | Ref: 87705

Recruiter Managing This Role

This is an opportunity for a Paraplanner to join an established Wealth Management firm with an excellent industry reputation. The firm provides full training and exam support.

The Opportunity

Our client is seeking a Paraplanner to support the successful Financial Planners. You will work in a supportive team environment where progression into advising is strongly encouraged. Your responsibilities will include writing high-quality suitability reports for high-net-worth clients and providing bespoke wealth management services.

What’s needed to be considered?

To be considered for this role, candidates should have:

* Level 4 Diploma qualification or working towards it
* Previous experience within a fast-paced IFA practice
* High analytical capability and good communication skills
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