Paraplanner

3 Days Old

OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness. ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices. KeyResponsibilities: AssistingahighproducingIFAPrincipal. DealingwithWealthyprivateclientsportfolio's. Attendclientmeetingsandrecordcomprehensivenotes Draftdetailed,compliantsuitabilityreports Conductproductandinv...
Location:
Maidstone
Job Type:
FullTime

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