Paraplanner
1 month ago
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
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
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