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Paraplanner

Employer
MW Recruitment Ltd
Location
UK
Salary
Competitive
Closing date
8 Dec 2021

View more

Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Our client is a successful financial planning firm that is very successful. An opportunity has arisen for a driven and ambitious Paraplanner.

The key focus of the role will be

Provide a full paraplanning function to Planners ensuring client service and compliance are delivered at all times.

Key Accountabilities

Paraplanning

·Prepare and maintain client files and client reviews<...
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