Paraplanner
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Description
Bond Recruitment is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team.
Key
Responsibilities
Supporting the Adviser(s) in research and analysis to meet client needs and objectives Supporting the Adviser(s) in preparing client suitability and cash flow reports Help maintain business flow Managing the research and analysis of financial products to meet client
requirements
Managing the presentation of technical data to …
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