Paraplanner
Click & Connect Online
- St Albans
- Permanent
- Full-time
- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with IFAs, schemes and clients to obtain missing information
- Writing suitability reports
- TVC Experience
- Excellent attention to detail and technically minded
- Experience in cashflow modelling