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Wealth planning paraplanner - client-focused advisory

Cork
Unio
Planner
Posted: 4 June
Offer description

Unio in Cork is seeking a Paraplanner to join their expanding Wealth Management team.
This role focuses on delivering exceptional client experiences while supporting Private Client Advisers in various administrative tasks.
The ideal candidate should be QFA certified and have strong analytical skills.
This position offers opportunities to work collaboratively with a dynamic team and evolve within the advisory space.
You will play a vital role in client management and financial planning processes.
#J-*****-Ljbffr

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