Four Pillars Financial Planning in Salisbury is seeking a Paraplanner to join our team on-site. You will support financial planners by gathering and analysing client information, preparing cash flow models and assisting with holistic financial plans.
Day-to-day work includes drafting suitability reports and recommendations, preparing meeting packs, maintaining accurate client records, and liaising with providers to obtain information.
#J-18808-Ljbffr
Contact Details:
Four Pillars Financial Planning Recruitment Team
