Paraplanner - £20k-£25k - Liverpool, Merseyside. IFA Practice based in Liverpool City Centre is seeking a Paraplanner to join their team. This is a Full Time permanent position but would also consider candidates who are looking for Part Time. The Paraplanner will be responsible for producing reasons why letters and assisting the IFA with technical issues. If you have experience of working with Truth Software ba...
- Date: 9 May
- Liverpool, Merseyside
- £28,000 - £30,000 per annum, pro-rata
- 32 applications
A small and highly reputable boutique Wealth Management firm in the heart of Merseyside is looking for a highly motivated individual for a newly created position within the company. The role: Arranging and confirming appointments with both new, and existing clients for annual reviews Liaising with clients and companies to obtain full and up to date information regarding their financial plans and circumstances ...
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