Paraplanner

My client are a firm of Chartered Financial Planners looking for a Paraplannerto join their team.

Job Description:

• 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.
• Processing new business and monitor through to complet...

APCT1_UKTJ