What the Hiring Manager Says An exciting opportunity has arisen for an individual to join the Paraplanning team.... ยท You will have experience within the financial planning industry as a paraplanner to support your understanding of the processes we follow...
QuilterMERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team.... Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs...
MerjeWhat the Hiring Manager Says An exciting opportunity has arisen for an individual to join the Paraplanning team... and services that QCFP may use to meet client needs, would be useful. Excellent report writing and presentation skills...
Quilterto date Production of client reports within agreed timescales Obtain and prepare paperwork required for client meetings and business... submission Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth...
Nelson Scott Recruitment