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Hybrid paraplanner: wealth planning & reporting

Blackburn
Idex Consulting
Reporter
Posted: 26 November
Offer description

A financial advisory firm in Blackburn is looking for a proactive Paraplanner to enhance their service delivery. In this role, you will support advisers and clients in wealth management, assist with compliance tasks, and contribute to business development initiatives. The firm offers hybrid working arrangements and full exam support. This is a fantastic opportunity whether youre starting your paraplanning career or bringing years of experience.


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