Paraplanner
Company: Aimtech Recruitment Ltd
Location: Lincolnshire
Posted: April 18th, 2026
KeyResponsibilities
- Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
- Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
- Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
- Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
- Conducttechnicalresearchaspartofreviewingexisti...
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