The Coast Partnership Ltd
Birmingham, GB · Remote · Full-time
Paraplanner - Remote working
₹42L – ₹52.5LPosted 12 days ago
- Location
- Birmingham, GB
- Work mode
- Remote
- Employment
- Full-time
- Salary
- ₹42L – ₹52.5L
- Experience
- Lead
About the role
Our client a very well established Wealth manager are now looking for technically proficient Paraplanner to join the business . This is a superb IFA Paraplanner opportunity within one of the most friendly and growing practices. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio's. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct...
About the company
The Coast Partnership Ltd
Posted via Reed
How to apply
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