Technical Adviser Assistant/Paraplanner
- Hiring Organisation
- Burgh Recruitment Limited
- Location
- Farnham, Surrey, South East, United Kingdom
- Employment Type
- Permanent
- Salary
- £45,000
client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff ...