Paraplanner

2 Days Old

Job Description

OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness.

ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices.

KeyResponsibilities:

  • AssistingahighproducingIFAPrincipal.
  • DealingwithWealthyprivateclientsportfolio's.
  • Attendclientmeetingsandrecordcomprehensivenotes
  • Draftdetailed,compliantsuitabilityreports
  • Conductproductandinv...

ZIPC1_UKTJ

Location:
Maidstone
Job Type:
FullTime
Category:
Finance And Insurance

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