We are currently recruiting an experienced Paraplanner for a Chartered Financial Planning firm in Cheltenham.
Job description
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
The role includes but is not limited to:
* Obtaining and analysing information from providers
* Conducting technical research
* Creating accurate cash flow planning analysis in line with client objectives
* Preparation of suitability reports ensuring a high level of accuracy and care.
* Pr...
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