The Company:
My client are a firm of Chartered Financial Planners looking for a Paraplannerto join their office-based team.
The Role Includes But Is Not Limited To:
1. Obtaining and analysing information from providers
2. Conducting technical research
3. Creating accurate cash flow planning analysis in line with client objectives
4. Preparation of suitability reports ensuring a high level of accuracy and care
5. Proces click apply for full job details