17/04/2024 | Fulltime | Southport | CV-Library | £30,000 - £35,000 / Year For checking by the Compliance Manager. · Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options. · Attending client meetings, note taking and action point noting to be delegated to the administration team. The paraplanner would be the first point of contact
Save for laterRegister your CV17/04/2024 | Fulltime | Southport | CV-Library | £40,000 - £50,000 / Year Experience (or previous use of alternative ERP systems) Previous experience with business improvement and strategic planning. Experience of forecasting, analysing and interpreting financial data. Desirable CIMA qualification (Including 5 years post qualification experience). Manufacturing background
Save for laterRegister your CV11/04/2024 | Fulltime | Southport | CV-Library | £60,000 - £80,000 / Year financial Responsibilities Provide comprehensive financial planning advice to clients, always prioritizing their needs. Utilize full admin and paraplanning support to deliver exceptional service. Manage existing client relationships inherited from long-standing planners. Develop new client
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