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Paraplanner

Posted 3 days 21 hours ago by Brook Street UK

£45,000 Annual
Permanent
Not Specified
Other
South Glamorgan, United Kingdom
Job Description

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions.



Responsibilities:

  • Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submis click apply for full job details
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