Paraplanner – Financial Planning Reports Specialist

2 weeks ago


Maidstone, United Kingdom Perspective Financial Group Ltd Full time

A financial services firm is seeking a motivated Paraplanner to join their Maidstone office. This integral role involves supporting Financial Planners by producing financial planning reports, conducting thorough client research, and ensuring compliance with company standards. Ideal candidates will have experience in financial advice or paraplanning, along with exceptional communication and organizational skills. Benefits include a competitive salary, flexible working hours, and generous holiday leave.
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