Senior Paraplanner: Research, Draft & Implement Client Plans
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Lime People Search & Select Ltd
Harrogate
You will prepare client recommendations, conduct relevant research, and ensure the accuracy of investment changes. Ideally, candidates will have a Diploma in Financial Planning Level 4 and around 3+ years of Paraplanning experience. This is an excellent opportunity to work in an independent firm focused on client-centered financial planning. |
View salary & More Info |
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7 hours ago
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