Fp Assist
Paraplanning Services offering Plutosoft and XPLAN. Run by Advisers for Advisers. We get it and understand all your pain points. We collaborate with you to ensure quality plans are delivered to you within an 8-day turn-around. Book in a 20-minute teams meeting to understand our processes.
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Verified contacts
2
available on Kipplo
LinkedIn employees
2
11 to 50 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- KU
Kristel Underwood
Paraplanning Manager · Finance & Accounting
EmailPhone - NM
Natalie McMahon
Operations Manager · Operations
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Fp Assist
2 distinct titles indexed · top 2 shown.
- 1operations manager
- 1paraplanning manager
Sign up to unlock all 2 contacts at Fp Assist
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Fp Assist
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