Paraplanner
Posted 03/10/2024 by Medlock Partners Ltd
- Salary:
- £30,000 - £35,000/annum
- Location:
- Leicester (39 miles)
- Job Type:
- Permanent
Discuss and establish client objectives with the Adviser. Confirm client's risk profile. Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs. Prepare information/comparisons for analysis and further … more