CB Financial Advisers is seeking a full-time Paraplanner (Level 4) to work with our advisers and sales support teams across UK offices on a hybrid basis. You will prepare and implement recommendations, maintain client files and ensure compliance paperwork is complete.
The ideal candidate has 3+ years in paraplanning, experience with Intelligent Office, CashCalc, Genovo and FE Analytics, and strong organisational and compliance skills. Flexible working options available.
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