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Job Location | Altrincham |
Education | Not Mentioned |
Salary | £30,000 - £45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Our client, an award-winning financial planning practice, base near Altrincham specialises in providing high-quality financial planning advice to business owners, professionals and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional Paraplanner to join their busy team.The Role:You will be responsible for providing the IFA’s with technical information and assisting the other Paraplanners and advisers with draft reports, ensuring clients investment transactions are carried out accurately. You will make sure all the information for the client meetings is there on time and accurate to ensure the smooth delivery of the client proposition.You will be:
Keyskills :
Financial Services Paraplanning Independent Financial Advice