PENSION WORKS  Salary

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BOOTHS PARK 5 CHELFORD ROAD KNUTSFORD WA16 8GS UNITED KINGDOM
TIN: 09775967
 Finance and Insurance
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PENSION WORKS
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PENSION WORKS is looking for employees for positions:

senior paraplanner

  • senior paraplanner
  • administrator

Working hours

  • full-time | Permanent

Responsibility

  • document/evidence on the client file all research and analysis of financial products to meet client needs and objectives
  • arrange client meetings with Financial Planner as required and produce accurate meetings notes and action points where necessary
  • keep up to date with FCA related and other regulatory issues ensuring that any changes are immediately reflected in financial plans and suitability reports