Paraplanner jobs in Liverpool, 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 4 weeks 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...