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Job Description & How to Apply Below
A Chartered Independent Financial Advisory firm in Chester is urgently looking for a Paraplanner. The ideal candidate will be experienced within an IFA firm and Level 4 Diploma qualified or working towards it. Responsibilities include preparing analysis of client portfolios, providing technical support to advisers, and preparing recommendation reports. Strong organizational skills, attention to detail, and proficiency with financial tools are essential for this role, aimed at supporting a team of qualified advisers.
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