Market Research Jobs in Wakefield

1 Market Research Jobs in Wakefield

Paraplanner

Wakefield, England, United Kingdom
Hybrid / WFH Options
CB3 Associates Ltd
full, flexible benefits package Bonus: Discretionary – Paid annually The Role: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties … ensure it meets FCA requirements with the identification of demands and needs and possible solutions assessment to investment risk and capacity for loss our research on existing arrangements out whole of market research on products meeting clients’ needs and objectives of full client recommendations and subsequent suitability more »
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