Paraplanner

2 months ago


Wellington, United Kingdom Cavendish Maine Full time

This Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team.


Role and Responsibilities:

  • Receiving and actioning instructions from Advisers following client meetings.
  • Interpreting and analysing data obtained by Advisers.
  • Carrying out research and providing recommen...






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