04/04/2024 | Fulltime | Farnborough | CV-Library | £45,000 - £52,000 / Year Concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus
Save for laterRegister your CV28/03/2024 | Fulltime | Whiteley | CV-LibraryAnnual review letters, fund switch letters & other compliance letters Preparing client files for meetings Responding to client enquiries, liaising with third parties Liaising with Administrators and Paraplanners Drafting and proof-reading documents, including client correspondence, illustrations etc ISA
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