Paraplanner Job in Bristol, South West Uk
ParaplannerBristol£20,000 – £24,000Our client is seeking an experienced Paraplanner to effectively assist the IFA with sales support at a technical and professional level. Key Responsibilities:• Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Advisers• Preparation of client review paperwork to include fund and product research using appropriate financial systems• Compilation of financial cashflow forecast• Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown Read more […]