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Paraplanner


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Description:

This Paraplanner job is available within an award winning firm that truly cares about their team.

You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:

  • Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
  • Researching the whole of market and under...

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