Job Description
Location:Onsite only - Leeds
Job Type:Full time and Permanent
Salary:£30,000 (flexible)
Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance
Role Overview
This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and updating the CRM.
Key Responsibilities
Suitabili...
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