Financial Planner Job in City Of London, London UK

Paraplanner – Key Duties and Responsibilities:The successful candidate will be responsible for conducting product and fund research, client liaison and report production. This role is pivotal to the continued smooth running of the firm’s back office support systems.Other key responsibilities are:To provide backup to the advisor to enable them to concentrate on client servicing and marketing the firm’s services to new clients and their professional advisorProviding vital support which includes technical research and analysis within the framework of agreed projectsClient fact find case analysis Read more […]

March 19, 2007 • Tags: , • Posted in: General • Comments Off on Financial Planner Job in City Of London, London UK