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Permanent

Paraplanner Cardiff

Cardiff
money-bag 40000.00-40000.00 Annual
3061390759
Posted 2 weeks ago

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.The RoleTechnical support to advisers following client meetingsInvestment portfolio reviews and researchPreparation of suitability reports and client documentationEnsuring ongoing compliance a click apply for full job details

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