Paraplanner

Company:  Merje
Location: Manchester
Closing Date: 03/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.

As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.

Role Responsibilities:

  • Liaising with advisers as appropriate
  • Making sur...

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