Paraplanner
Posted yesterday by Medlock Partners Ltd
- Salary:
- £35,000 - £42,000/annum
- Location:
- Stockport (50 miles)
- Job Type:
- Permanent
Liaise with the client's legal and tax advisers if necessary. Consider current and future allocation of assets for investment strategy with regard to client's risk profile and their objectives. Prepare draft recommendation reports to be discussed/signed off by the Financial Adviser. Provide … more
