Origen Financial Services Limited is seeking an experienced Paraplanner to support financial advisers across a range of clients. The role combines remote working with monthly attendance at the Farnborough office and requires strong analytical and documentation skills to meet service levels and personal targets.
You will review private fact-finds, prepare draft suitability reports, coordinate with the Business Quality Unit and construct holistic financial planning recommendations while
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Contact Details:
Origen Financial Services Limited. Recruitment Team
