Paraplanner

Purpose of Role The Paraplanner produces high-quality technical research, analysis and suitability reports that support Elevation's advisers in delivering the right outcome for every client — across the full range of case complexity, from straightforward, desk-based advice through to complex, bespoke planning. Working closely with advisers and under the guidance of the Senior Paraplanner / Technical Team Lead, the Paraplanner takes the adviser's instruction — reflecting the client's needs,…

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