Paraplanner
Posted a week ago by Ellis James Partners Ltd
- Salary:
- £30,000 - £45,000/annum
- Location:
- LA12, Ulverston, Cumbria
- Job Type:
- Permanent
Support Financial Advisors by researching financial products and preparing detailed suitability reports. Conduct cash flow modelling and inheritance tax (IHT) calculations. Ensure that all reports and recommendations adhere to compliance standards (FCA). Maintain and update client … more