Paraplanner: Cashflow Modelling & Investment Analysis

Blakemore Recruitment is assisting a well-established financial planning firm in Barnet to recruit a Paraplanner. You will support experienced Financial Advisers, prepare technical reports, conduct research, and contribute to investment, pension, protection, and tax planning.

You will produce compliant reports, help with cashflow modelling, and maintain accurate client records while coordinating with advisers, providers, and clients to implement recommendations.

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