Locations -Bath, Glasgow, Leeds, Manchester
Working closely with the Regional Paraplanning Manager, the key purpose of the role is to provide comprehensive paraplanning support to our Independent Financial Advisers.
You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both internal and external business quality standards.
You will also be supported by an experienced team of financial administrators and report writers to meet business needs.
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