Paraplanner

Armstrong Watson

Location: Kendal, Kendal, United Kingdom

Employment type: full time

Paraplanner at Armstrong Watson in Kendal, United Kingdom **What you'll do** - Conduct research to produce advice for new or existing clients - Compile suitability letters based on advice given - Process new business applications - Provide feedback to Financial Planning Consultants **What they're looking for** - Technical research skills for financial planning - Ability to compile suitability letters - Knowledge of fact-finding processes - Support for developing technical knowledge **Details** - Location: Kendal, United Kingdom (Hybrid) - Type: Full Time - Salary: null

Similar jobs in Kendal, Kendal

View and apply for this job on FintechJob