Paraplanner - Stoke-on-Trent
1 week ago

Job summary
We are looking for an experienced and detail-oriented Paraplanner to join a growing Financial Planning firm.We will work closely with Financial Advisers to provide high-quality technical support, research, and suitability report writing,
helping to deliver tailored financial advice to clients.
Responsibilities
- Preparing clear, compliant suitability reports across pensions, investments,
- protection, and estate planning
Job description
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