Paraplanner

Company:  Cavendish Maine
Location: Wellington
Closing Date: 08/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
This Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team.

Role and Responsibilities:
  • Receiving and actioning instructions from Advisers following client meetings.
  • Interpreting and analysing data obtained by Advisers.
  • Carrying out research and providing recommen...





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Cavendish Maine
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