Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.