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Develop bespoke financial plans covering pensions, investments, protection, and estate planning.

Chapman Tate Associates are working exclusively with a well-established Epicor consultancy to recruit a skilled Technical Epicor Kinetic Consultant.

Bristol, hybrid working – 3 days office 2 days WFH.Discretionary Bonus + Benefits.Minimum 10 Years Paraplanning Experience.We are seeking a highly experienced.This is an exciting opportunity to work with a global wealth management company, supporting Financial Planners in delivering high-quality a