Paraplanner - Boutique Wealth Management Business
Posted 17/06/2024 by Pratap Partnership
- Salary:
- £40,000 - £50,000/annum
- Location:
- York (30 miles)
- Job Type:
- Permanent
You'll often be the first point of contact, so strong communication and interpersonal skills are essential for providing outstanding customer service. In this role, you'll manage client relationships and support key financial planning areas, including. Tax planning: ISA and pension … more