THOMAS GEORGE SELECTION  Salary

1 WESSEX COURT MAIN ROAD SHUTTINGTON B79 0DS ENGLAND
TIN: 08920208

THOMAS GEORGE SELECTION
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THOMAS GEORGE SELECTION is looking for employees for positions:

paraplanner

Working hours

  • full-time | Part-time | Permanent

Responsibility

  • provide research and analysis for a range of Financial Planning, Retirement and Investment advice solutions
  • liaising with providers and third parties to obtain performance information
  • client needs analysis
  • maintain regular contact with investment specialists
  • produce suitability reports to illustrate client objectives and recommendations
  • ensure compliance guidelines are met
  • the successful Applicant
  • suitable backgrounds include Paraplanner, Technical Analyst, Financial Planning Technician