Paraplanner
Posted 9 hours ago by Lime People Search & Select Ltd
- Salary:
- £35,000 - £45,000/annum £35-45k +bens
- Location:
- Wolverhampton, West Midlands (County)
- Job Type:
- Permanent
Inputting of CFR documentation onto salesforce. Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome. Producing accurate IHT calculations and cash flow models. Preparing and producing suitability letters, … more