Sedulo Wealth in Liverpool is seeking a detail-oriented Paraplanner to support Independent Financial Advisers. The role includes preparing compliant financial plans and documentation, conducting product research, and addressing client queries. Candidates should have a Diploma in Regulated Financial Planning or be working towards it, possess strong financial acumen, and demonstrate excellent communication and IT skills. Familiarity with Voyant and FE Analytics is preferred. Join us to deliver exceptional client service in financial planning.
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