A wealth planning firm near Bishop's Stortford is seeking a Senior Paraplanner to support two advisers with complex paraplanning cases. Ideal candidates will have over 3 years of experience in the wealth planning sector, preferably working towards Chartered status. Familiarity with financial tools like Intelligent Office, Cashcal, and FE Analytics is a plus. This role offers a chance to work with a strong team focused on providing exceptional service to HNW clients.
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