Paraplanner

Aimtech Recruitment Ltd

ScreenedFull TimeJust posted

lincoln, Lincolnshire

Posted 1 day ago

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About the role

KeyResponsibilities

Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
Conducttechnicalresearchaspartofreviewingexisti...

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About this listing

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