Hybrid Paraplanner: Client-Facing Wealth Planning

WEALTHLINK RECRUITMENT LTD is recruiting an experienced Paraplanner for a Chartered Financial Planning firm near Wetherby, West Yorkshire. This full-time permanent role is a hands-on opportunity within Wealth Management, where you’ll work closely with Financial Advisers from the outset, attend client meetings and help shape client strategies.

You will prepare suitability reports, conduct technical research across pensions and investments, attend client meetings, and assist in developing holistic

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