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Job Location | Cheadle Hulme |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
ParaplannerCheadle HulmeSalary Negotiable - Full-time, PermanentOur client is looking to recruit a Paraplanner to join their organisation on a permanent basis.This is a fantastic opportunity to join a well-established firm, who offer expert advice in a wide range of important areas including investment planning, mortgages, inheritance tax and pension planning and protectionYou will provide paraplanning support on a one to one basis with the Senior Partner and be the first point of contact with Clients . You will be responsible for assisting with research and the preparation of suitability reports while also providing input into technical problem solving. There will be serious involvement in more complex , investment , IHT , trust and estate planning.Main Responsibilities
Keyskills :
Documentation Paraplanning Repts Research IHT