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Job Location | Middleton, Manchester |
Education | Not Mentioned |
Salary | 45,000 - 50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
A fantastic opportunity has arisen for a Paraplanner who is looking to take the next step in their Paraplanning career and move into a senior technical role. You will be joining a highly reputable wealth management firm who are experiencing significant growth and have a high-performing technical team in place. Your main focus will be to analyse clients needs to the highest level and write client reports. The positionrequires good technical knowledge in Pension Switching and Transfers, investment portfolios, and an awareness of financial markets.Whats on offer
Keyskills :
Financial PlanningParaplanningReport WritingTechnical SupportWealth Management