Paraplanning Expert

23 hours ago


London, Greater London, United Kingdom Deerfoot Recruitment Solutions Limited Full time
Role Overview

We are seeking a skilled Paraplanning expert to join our team at Deerfoot Recruitment Solutions Limited. This is an excellent opportunity for individuals passionate about building a career in financial planning.

The successful candidate will be responsible for supporting financial advisors in preparing and managing client financial plans, conducting research, data analysis, and drafting reports, as well as ensuring financial documentation is accurate and compliant with industry regulations.


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