Paraplanner, based in Buckinghamshire, 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.…
Location: Buckinghamshire, South East England
Posted: Oct. 9, 2024, 7:58 p.m.
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