Paraplanner

Aimtech Recruitment Ltd • lincoln, United Kingdom • 10h ago

KeyResponsibilitiesLiaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessmentsReviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialpositionInvestigateclientqueriesthoroughlyandprovideclear,accurateresponsesCarryoutcomparativeanalysistosupportwell-informedclientrecommendationsConducttechnicalresearchaspartofreviewingexisti...WHJS1_UKTJ

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