Senior Paraplanner – Hybrid Financial Planning Support

Armstrong Watson LLP in Carlisle is recruiting a Paraplanner to support the Financial Planning Team with technical research and advisory support. You will prepare suitability letters, assist with new business processing, and help develop the team’s technical and research capabilities.

The role requires a Level 4 Diploma in Financial Planning and substantial paraplanning experience, with strong knowledge of COBS, COCON and SYSC.

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