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Trainee Paraplanner

Employer
Greenfields Financial Management
Location
UK
Salary
Competitive
Closing date
14 Jun 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

An excellent opportunity has arisen for a Trainee Paraplanner to join our closely-knit team at Greenfields Financial Management Ltd., a small but successful Financial Advice firm based in Poole. The successful candidate will be working closely with our advisors as well as administrative staff to provide quality service to our clients. Key tasks will include:

1.Preparing and maintaining the client file

-Assist in collecting...
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