Full-time Senior Paraplanner jobs in West Midlands, England

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SENIOR ADMINISTRATOR / PARAPLANNER

To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings. Manage the internal processing system to ensure the delivery of ongoing service requirements, mainta...

CompanyThe Openwork Partnership
AddressWest Midlands, England
CategoryAdministrative
Salary£24,000 - £30,000 per annum
Job typePermanent, full-time
Date Posted a week ago See detail

Senior Administrator / Paraplanner

The Openwork Partnership

West Midlands, England

£24,000 - £30,000 per annum

To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings. Manage the internal processing system to ensure the delivery of ongoing service requirements, mainta...

Senior Paraplanner/Technical Sales Support

Heat Recruitment

West Midlands, England

Conduct comprehensive research and analysis of financial products and services. Prepare detailed and compliant financial plans and reports for clients. Support financial advisors with client meetings, including attending meetings...