Paraplanner
Posted 16/09/2024 by Ellis James Partners Ltd
- Salary:
- £35,000 - £45,000/annum Discretionary Bonus
- Location:
- WV6, Pattingham, Staffordshire (5 miles)
- Job Type:
- Permanent
Support Advisors by researching financial products and preparing suitability reports. Produce accurate IHT (Inheritance Tax) calculations and cash flow models. Ensure all reports and recommendations meet compliance standards. Manage and update client files and systems, ensuring timely … more