Employment Type : Full-Time
Looking for that next step in your career? Our client is seeking a Senior Paraplanner to join their team who can bring their technical expertise. Duties of Paraplanner: Gather and review information to provide appropriate advice to clients. Write clear and professional reports on client suitability efficiently. Address challenges quickly and find practical solutions. Stay informed about new products, regulations, and industry changes. Ensure all...
Employment Type : Full-Time
Paraplanner Our Client helps people with a broad range of experience: from those looking to take their first steps towards organising their financial well-being, all the way to experienced financial professionals. They seek a parraplanner for a vibrant and collegiate office where clients visit. The practice operate in-office, where a large portion of their meetings are held mostly in the local office in High Barnet and some in Lombard street in ...