Paraplanner - Greater Cardiff Area
Only for registered members Greater Cardiff Area, United Kingdom
1 month ago
Job summary
We are a Boutique firm of Chartered Financial Planners. Central to our culture is the principle of independent financial advice.Responsibilities
- Receiving instructions during debriefings from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
Job description
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