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Paraplanner - wealth planning research (hybrid bristol)

Portishead
Ascot Lloyd
Planner
€47,500 a year
Posted: 12 June
Offer description

Ascot Lloyd in Portishead is looking for a skilled Paraplanner to provide essential support to the Advice team, ensuring high-quality research and client suitability reporting. The ideal candidate will have experience in end-to-end paraplanning and will work to enhance client outcomes through collaboration with financial advisers.

This position offers a hybrid working environment and a range of benefits including professional development opportunities and performance recognition.

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