Senior Financial Planning Specialist

3 weeks ago


Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full time

Oval Recruit is seeking a skilled Paraplanner to support their growing advisory team.

A medium-sized Financial Advisory firm, they pride themselves on providing the best possible advice and service levels.

  • Writing Financial Planning reports for the advisors to present to clients.
  • Providing technical administration and support duties in a friendly stable office environment.

The ideal candidate will have previous paraplanning experience, strong technical knowledge of Investment & pension products and be diploma qualified.



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