Paraplanner

3 months ago

Hereford, United Kingdom Cavendish House Recruitment Full time

The Company:

My client are a firm of Chartered Financial Planners looking for a Paraplannerto join their office-based team.

The Role Includes But Is Not Limited To:

  • Obtaining and analysing information from providers
  • Conducting technical research
  • Creating accurate cash flow planning analysis in line with client objectives
  • Preparation of suitability reports ensuring a high level of accuracy and care
  • Proces

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