job from Independent Appointments in Shepton Mallet

Paraplanner required to work for an IFA in Somerset. A reputable employer in Shepton Mallet are now seeking a proactive, self motivated experienced and qualified Para Planner, to support one of the senior management team leading a professional, highly qualified team of IFA's. Key responsibilities will include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial plannin...