Key responsibilities: Ability to understand a client's circumstances and objectives (via fact find, risk profile, adviser file notes) to produce detailed and structured advice documents, based upon the needs and requirements of the client...
bdhSterlingParaplanner {IFA} Goldalming £30,000 – £40,000 + Company Benefits Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff whic...
Ernest Gordon Recruitmentinclude Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount...
Alexander Lloydrecruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C...
Alexander Lloyd