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Paraplanner Westville

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Westville

Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial events with Financial Planning Partners (when required). Host and entertain clients at marketing events relationship orientated Methodical, accurate and have meticulous attention to detail. Analytical and math's and professional conduct are always expected and required. Time management: ability to manage time and tasks absolute confidentiality. Qualifications and Experience Passed the competency of a Partner Assistant

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