Job Description & How to Apply Below
A leading wealth management firm in Newbury is seeking an experienced Paraplanner to support their advisers in dealing with high-net-worth clients. The ideal candidate will have a robust understanding of investment, life, and pensions products, along with strong analytical skills. Responsibilities include preparing for client meetings, conducting financial analysis, and ensuring compliance with company guidelines. This is an excellent opportunity for those looking to advance their careers in wealth management.
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Position Requirements
10+ Years
work experience
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