Paraplanner Job in Southport, North West Uk
A fantastic role has arisen for a Paraplanner to join a leading IFA firm near Southport in Merseyside. Your main duties will be to provide vital support to the Financial Planners (Advisers) which includes technical research and analysis, client factfind case analysis and ongoing review, compliance related projects and the preparation of letters, reports and technical briefings. This is an extremely varied role and you may also be expected to handle day-to-day details like speaking to clients, attending product meetings and you would be expected to generally assist the firm in providing the Read more […]