Paraplanner - Winchester
1 month ago

Job summary
We are looking for a high calibre paraplanner to join our growing team.The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Responsibilities
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
Job description
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