A leading advisory group in the United Kingdom is seeking a Paraplanner to join their remote team, requiring just one day in the office each month in Wirral. The successful candidate will gather client information, prepare documentation, and ensure compliance with FCA guidelines while utilizing technology to produce accurate solutions. Candidates should be Level 4 Diploma qualified or nearing completion. This is part of a growth strategy that has seen significant success over the past 18 months.
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