Paraplanner

Aimtech Recruitment Ltd

ScreenedJust posted

Liverpool, North West

£45,000

Posted 1 day ago

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About the role

KeyResponsibilities

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.

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

About this listing

Screened by Joboru

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