Beyond Advice Group is seeking a detail-oriented paraplanner in the UK to support financial advisers with pensions, investment advice and inheritance tax planning. You will prepare, research and draft reports and recommendations, ensuring compliance with FCA Consumer Duty principles.
The ideal candidate has at least 3 years paraplanning experience in a UK IFA, with knowledge of pensions, investments, protections and trusts, plus Level 4 Diploma in Regulated Financial Planning or equivalent.
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