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Job Location | Middlesbrough |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
An exciting opportunity has arisen for a Paraplanner to join a growing wealth management firm in Middlesbrough.With the option of flexible working.This is not your average paraplanning role, you will be working closely with the wealth managers, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients.This role will set you up for your future, and you will be provided with the opportunity to move into financial advice should this be your career aspirations!The ideal candidate will hold the level 4 diploma (or be close to obtaining) and have experience in a paraplanning role.Key duties and responsibilities include: