Financial Planning Technician (Paraplanner)
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The Progeny Group Limited
Nottingham
You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Financial Planners. You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others. |
View salary & More Info |
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5 hours ago
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