Paraplanner
Liverpool
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Hybrid Accountancy, Finance & Banking
1 day ago Apply on WhatJobs
Hybrid Paraplanner: Pensions & Investments Expert
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Eden Rose in Liverpool is seeking a Paraplanner to join our financial planning team on a hybrid basis. You will prepare suitability reports, research pensions and investments, and support advisers with complex client cases.
Ideal candidates have paraplanning experience in an IFA environment, a Level 4 Diploma in Financial Planning (or working towards it), and strong technical knowledge with excellent attention to detail and FCA compliance awareness.
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