Paraplanner - Coleman Street - Equals One Ltd

Description

As a Paraplanner at our company, you will be working closely with advisers to deliver high-quality financial planning to a loyal client base.

Main Responsibilities:

• BUILDING DETAILED CASHFLOW MODELS USING VOYANT TO BRING CLIENTS PLANS TO LIFE
• WRITING CLEAR, WELL-STRUCTURED SUITABILITY REPORTS THAT CLIENTS CAN EASILY UNDERSTAND