Paraplanner

Company:  Merje
Location: Wellington
Closing Date: 20/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.

Role Responsibilities:

  • Receiving instructions during debriefings from advisers following client meetings.
  • Interpreting data obtained by advisers during client meetings.
  • Analysing data and using research tools to provide solutions to meet client needs and objectives.
  • Providin...



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