Earnings on positions in THOMAS GEORGE SELECTION
THOMAS GEORGE SELECTION is looking for employees for positions:
- full-time | Part-time | Permanent
- 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
- minimum 3 years providing Paraplanning for Advisers / Planners