Paraplanner x2
Fareham, Hampshire, South East, United Kingdom
Hybrid / WFH Options
Hybrid / WFH Options
Brook Street UK
support, including the production of cash flow models and suitability reports. Reporting to a Paraplanning Team Leader, your responsibilities will include: Analysing client information and existing investments/policies Conducting tax calculations and recommending appropriate solutions Writing suitability reports for clients of varying complexity Running cash flow models more »
Employment Type: Permanent, Work From Home
Salary: £45,000
Posted: