Paraplanner — Hybrid Role with Exam Sponsorship

1 week ago


Essex, United Kingdom Service Service Full time

A well-respected financial planning firm in the United Kingdom seeks a Paraplanner to join their team. This role involves writing suitability reports, conducting market research, and maintaining client records through effective use of CRM systems. Suitable candidates may come from various experience levels, whether partly qualified or fully qualified with significant experience. Benefits include exam sponsorship and hybrid working opportunities.
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