Financial Paraplanner

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TYPE OF WORK

Any

SALARY

negotiable depending upon experience

HOURS PER WEEK

TBD

DATE POSTED

Jul 17, 2018

JOB OVERVIEW

I am looking to hire a Financial Paraplanner for my business. I am a financial adviser in the UK dealing with private clients and need additional administrative help. I need emails to and from clients arranging meetings and sorting out other business details. I need research for new business (mainly data input) and the suitability letters surrounding the advice written to a high Upgrade to see actual info is essential that you have a good level of English and are detail orientated and keen to learn.


Please let me know if you would be available for a Skype meeting so we can discuss further what the work would entail; you can add me on kathrynmcmillan

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