Paraplanner
The Coast Partnership Ltd · Brentwood, United Kingdom
GBP30,000–GBP40,000 / yearPosted
Original source
Reed.co.uk
Redirect depth
0 redirects
Ghost-risk confidence
Not enough evidence
Our client a very well established wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio's. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct...
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