Paraplanner | Technical Financial Planning Support

Lime Search & Select Ltd

An Independent Financial Advisory firm in Chester is seeking a Paraplanner to provide technical support for Financial Advisers. The ideal candidate will have a Level 4 Diploma or be working towards it, with experience in financial planning. Responsibilities include preparing client portfolio analyses, calculations for taxes, and preparing recommendation reports. Strong communication and analytical skills are essential. This position offers an opportunity to develop within a professional environment. #J-18808-Ljbffr Lime Search & Select Ltd

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Vacancy posted 5 days ago

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