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Paraplanner: complex planning & chartered pathway

Ascot
RGH-Global Ltd
Planner
€40,000 a year
Posted: 24 April
Offer description

A leading financial services firm located in Ascot, England, is seeking a Paraplanner to enhance its paraplanning function. The role involves formulating advice through rigorous research, producing client-focused reports, and ensuring compliance with FCA regulations. Ideal candidates will possess a Diploma in Regulated Financial Planning and relevant experience within a financial advice environment. You will work closely with advisers and contribute to the quality and efficiency of client service. This position offers a competitive salary of £35,000-£45,000.
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