Senior Paraplanner: Precise Strategic Financial Documents
Qwrk
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Zusammenfassung
Qwrk is seeking a detail-focused Paraplanner to produce professional, high quality compliant advice documents with strategic and investment recommendations.
You will liaise with advisers to obtain information, prepare accurate financial modelling, and deliver documents within tight deadlines using designated financial planning software, MS Office tools and a strong command of English.
Jobbeschreibung
Qwrk is seeking a detail-focused Paraplanner to produce professional, high quality compliant advice documents with strategic and investment recommendations.
You will liaise with advisers to obtain information, prepare accurate financial modelling, and deliver documents within tight deadlines using designated financial planning software, MS Office tools and a strong command of English.
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