Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.
The Role
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
An exciting opportunity has arisen to join the worldwide leading supplier of locking systems and solutions used and recommended by Main Contractors, Architects, Specifiers and Architectural Ironmongers.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.