Paraplanner Cardiff
New Today
Job Description
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
The Role
- Technical support to advisers following client meetings
- Investment portfolio reviews and research
- Preparation of suitability reports and client documentation
- Ensuring ongoing compliance a...
ZIPC1_UKTJ
- Location:
- Cardiff
- Job Type:
- FullTime
- Category:
- Finance And Insurance
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