Financial Paraplanner
Posted yesterday by Direct Response Employment Services
- Salary:
- £40,000 - £50,000/annum Plus Quarterly Bonus
- Location:
- Trowbridge, Wiltshire (19 miles)
- Job Type:
- Permanent
Supporting the consultants ahead of their client meetings. Preparation of compliant and technical suitability reports and financial life plan reports detailing consultants recommendations to the client. Client annual reviews. Carry out technical research and analyse data … more