Job Description
Paraplanner
Pinpoint Resourcing are working with a financial services business who actively seeking a Paraplanner to join their team.
Duties:
- Research pensions, investments, protection and wider financial planning solutions.
- Prepare compliant, client-focused suitability reports.
- Partner with advisers to create tailored financial plans.
- Analyse client information to support informed recommendations.
- Liais...