Details:
- Salary: £45,000
- Category: Banking and Financial Services
- Job Type: Permanent
- Salary Per: Annum
- Location: South West Gloucestershire Cheltenham
- Date: 1 week ago
Description:
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...
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