Paraplanner, based in Berkshire, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role To draft financial planning reports in order to meet and/or exceed agreed activity targets. To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice. To en…
Location: Berkshire, South East England
Posted: Oct. 9, 2024, 7:58 p.m.
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