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Paraplanner

2 months ago

Solihull, United Kingdom Eastcote Wealth Management Full time

Purpose

We are recruiting for an Advisor Support (Team Member). The role involves providing technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.

Responsibilities

Provide support and work closely with the Advisors to compare product providers

Create research reports on behalf of the Adviser

Create product illustrations as req...