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Job Description & How to Apply Below
A financial advisory firm in Exeter is seeking a Paraplanner to join their team on a permanent basis. In this role, you will prepare client reports and assist in financial plan development while collaborating with advisers to meet clients' needs. Ideal candidates will have proven experience in a financial advisory setting and a Diploma Level 4 qualification in financial planning.
This position offers hybrid working, 23 days of holiday, and a competitive salary package, alongside opportunities for development and career progression.
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