Full-time Accounting & Finance jobs in Bootle, Merseyside

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PARAPLANNER

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client information to de...

CompanySellick Partnership
AddressLiverpool, Merseyside
CategoryAccounting & Finance
Salary£30,000 - £40,000/annum
Job typePermanent
Date Posted 2 months ago See detail

Paraplanner

Sellick Partnership

Liverpool, Merseyside

£30,000 - £40,000/annum

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client information to de...