The main duties will incrorate writing reports if you are doing the paraplanning role and supporting the paraplanners and advisers if you are doing the Administrator role, both are excellent roles and if you are a skilled Paraplanner and able to write reports this could be fantastic.
To be considered you must be able to demonstrate the following:-
- If you are a paraplanner - Full Diploma in Wealth Planning
- If you are a Wealth Planning Administrator - good knowledge of all wealth planning products
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