Wealth Management Professional

3 days ago


Wellington, Telford and Wrekin, United Kingdom MERJE Full time
About the Role

As a key member of the Wealth Management team, the Paraplanner will work closely with advisers to receive instructions and interpret data obtained during client meetings. This will involve analyzing data and using research tools to provide solutions that meet client needs and objectives.

The ideal candidate will have excellent analytical and communication skills, as well as the ability to work in a fast-paced environment and maintain accurate records.



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