Lucent Financial Planning Ltd in Solihull is seeking a junior paraplanner to support advisers by coordinating client annual reviews, updating records, and preparing reports. You will develop through the Diploma pathway and gain experience in writing reports for simple annual reviews to complex new business.
You will use AI-assisted tools and industry systems to maintain data accuracy, support client outcomes, and grow your knowledge within a collaborative team.
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Contact Details:
Lucent Financial Planning Ltd Recruitment Team
