Job Description My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.The RoleTechnical support to advisers following client meetingsInvestment portfolio reviews and researchPreparation of suitability reports and client documentationEnsuring ongoing compliance a...ZIPC1_UKTJ
Job Title
Paraplanner Cardiff