Paraplanner (Pensions Management)

4 weeks ago


West Yorkshire, United Kingdom IDEX Consulting Full time

We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.
Establishing and building strong relationships with clients
Building cash flow models.
Identifying areas for planning
Preparing information/comparisons for analysis by Planner
Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order


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