Paraplanner

Company: Aimtech Recruitment Ltd

Location: Lincolnshire

Posted: April 18th, 2026

KeyResponsibilities

Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments
Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition
Investigateclientqueriesthoroughlyandprovideclear,accurateresponses
Carryoutcomparativeanalysistosupportwell-informedclientrecommendations
Conducttechnicalresearchaspartofreviewingexisti...

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