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Senior Paraplanner High Net Worth Clients
Job Description & How to Apply Below
A forward-thinking Independent Financial Advice firm is seeking an experienced Paraplanner to join its dynamic team in Lymm, Cheshire. The successful candidate will provide comprehensive paraplanning support, ensuring compliance and tailored advice for high net worth clients. Responsibilities include compiling suitability reports, attending client meetings, and conducting product research.
This role offers a competitive salary up to £45,000 based on experience.
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Position Requirements
10+ Years
work experience
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