Assistant Paraplanner
Licensed sponsor London Full-time Accounting & Finance Posted 2 weeks ago
Role overview To support Financial Planners, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. Key Responsibilities Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing. Produce new business illustrations, using either our own or 3rd party software…
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