PENSION WORKS is looking for employees for positions:
senior paraplanner
Working hours
full-time | Permanent
Salary
salary
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