Paraplanner

Details of the offer

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.
Role Responsibilities: Receiving instructions during debriefings from advisers following client meetings.
Interpreting data obtained by advisers during client meetings.
Analysing data and using research tools to provide solutions to meet client needs and objectives.

Nominal Salary: To be agreed
Source: Talent_Dynamic-Ppc
Job Function:

Requirements

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