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Permanent

Paraplanner

Liverpool
money-bag £45,000
Posted 1 week ago
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KeyResponsibilities

  • Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
  • Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
  • Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
  • Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
  • Conducttechnicalresearchaspartofreviewingexisti...


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