Bond Recruitment is seeking a Senior Paraplanner for a Chartered Financial Planning Practice in Knutsford. You will analyse client information, research suitable solutions and prepare articulate suitability reports to support advisers.
Applicants should have at least 2 years in paraplanning, Level 4 Diploma in financial planning, and strong investment and pension knowledge. You will work within compliant processes and deliver clear client-focused reports.
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Senior Paraplanner: Financial Planning Specialist in Knutsford employer: Bond Recruitment
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