OurclientaverywellestablishedwealthmanagerarenowlookingfortechnicallyproficientParaplannertojointhebusiness.
Interested in this role You can find all the relevant information in the description below.
ThisisasuperbIFAParaplanneropportunitywithinoneofthemostfriendlyandgrowingpractices. KeyResponsibilities: AssistingahighproducingIFAPrincipal. xcunqrw DealingwithWealthyprivateclientsportfolio's. Attendclientmeetingsandrecordcomprehensivenotes Draftdetailed,compliantsuitabilityreports Conductproductandinv...