Paraplanner
Julie Rose Recruitment · BR13FE, United Kingdom
GBP40,000–GBP48,000 / year
Original source
Reed.co.uk
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JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now! Duties for the Paraplanner: Support the Financial Adviser throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client wor...
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