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Paraplanner for financial advisers — reports & research

Rossett
Cummins Financial Advisers Limited
Financial advisor
€35,000 a year
Posted: 11 May
Offer description

Cummins Financial Advisers Limited is seeking a full-time Paraplanner based in Rossett. The successful candidate will be responsible for supporting financial advisers by preparing financial planning reports and analyzing client portfolios. Key qualifications include proficiency in financial planning, strong analytical skills, and the ability to write clear reports. Ideal candidates will have or be working toward a relevant industry qualification. Join a firm committed to providing tailored financial guidance and upholding high standards of professionalism.
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