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Paraplanning duties will include - * research * report writing * valuations * client reviews * platform work * client communications * attendance at client meetings * input to the advice process You ...

Operating as a Paraplanner you will provide support to the Financial Planners including - * research and portfolio analysis * report writing * assisting with the advice process * client reviews ...

Excellent oral and written communication skills * Comfortable using computer software to type and produce detailed reports What we offer * £39,500 salary with the opportunity for a £1,500 ...