Paraplanner - Hybrid/flexible Working

3 weeks ago


St Albans Hertfordshire, United Kingdom Cameron James Professional Recruitment Full time

Our client is a well established firm and provides Financial Planning to both individuals and corporate clients. Use online systems and portals for illustration generation, application processing etc. Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.

* Provide accurate support the Financial Advisers ensuring they are prepared for client meetings, managing client expectations and demonstrate how our services meet their personal and financial needs.


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