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Job Description & How to Apply Below
Succession Wealth is looking for an experienced Paraplanner to support our Financial Planners and deliver high-quality client recommendations. You will review, analyse and prepare compliant suitability reports in line with our investment philosophy and client values.
The role involves researching products, drafting recommendations, and providing technical support, with a focus on pensions, investments and estate planning. Hybrid working from national office bases is available.
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