Service Care Solutions are recruiting on behalf of an established Financial Advisory firm in Cheltenham for a Technical Paraplanner to join the team on a permanent basis. The role supports the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards.
Main responsibilities include supporting consultants, preparing compliant technical reports, client annual reviews and technical research, with a focus
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Technical Paraplanner – Wealth Planning & Client Reports in Cheltenham employer: Service Care Solutions
As a leading non-maintained special school in Billingshurst, we pride ourselves on being an exceptional employer dedicated to the holistic development of our students and staff. Our supportive work culture fosters professional growth through continuous development opportunities, while our comprehensive benefits package, including mental health support and flexible pay options, ensures the wellbeing of our team. Join us in making a meaningful impact in the lives of students with special educational needs, all within a vibrant and innovative environment.
