Company:
Cavendish House Recruitment
Location: Cheltenham
Closing Date: 07/10/2024
Salary: £45,000
Hours: Full Time
Type: Permanent
Job Requirements / 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...