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Paraplanner

3 months ago

Wakefield, United Kingdom Fortem People Limited Full time

Job description

Remote or Hybrid Working

We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP)

Role Purpose:To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.

Key Duties and Responsibilities:

  • Working closely with the Advisors to achieve Cli...