Operating as a Paraplanner you will provide support to the Financial Planners including - * research and portfolio analysis * report writing * assisting with the advice process * client reviews ...
... analysis * research work * assisting with the formulation of advice * report writing * client ... JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension ...
Maintain accurate client data and KYC information * Analyse client goals to identify financial planning opportunities * Research and recommend suitable advice solutions * Write clear and compelling ...
... finance team. Your new roleIn your new role you will be involved in generating, interpreting, and explaining variable cost data, as well as analysing material usage and purchase price variances. You ...
Supporting with ad-hoc finance projects What you'll need to succeedThe successful individual will ... You will possess a high degree of technical accounting and analytical skills along with strong ...