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Paraplanner

3 months ago

Wakefield, United Kingdom Fortem People Limited Full time

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


Ready to make your application Please do read through the description at least once before clicking on Apply.

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 Client objectives, identifying areas for effecti...

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