Paraplanner
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JRRL正在招聘一名具有4级金融规划文凭或正在攻读的理财规划师。如果您之前有作为理财规划师的经验,协助财务顾问并确保财务建议准确且对客户有益,请立即申请!理财规划师的职责:支持财务顾问在客户旅程中的工作。准确准备符合要求的报告和信件,并按时完成。确保所有客户工作符合规定,并有相关文件支持。
职位描述 · 原文
JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now! Duties for the Paraplanner: Support the Financial Adviser throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. U…
公司 · Company
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