Paraplanner
Posted 21/08/2024 by Clwyd Recruitment Solutions Ltd
- Salary:
- £30,000 - £38,000/annum
- Location:
- Wrexham, Clwyd (43 miles)
- Job Type:
- Permanent
Providing high quality support to the adviser team and Paraplanning Manager. Preparation of suitability letter and reports. Research and analysis of financial products. Analysing clients circumstances, goals and objectives to match the desired outcome. Accurately recording clients data and … more