Paraplanner

  • Posted:
  • Proposals: 5
  • Remote
  • #31631
  • Awarded
Nicola C.
Andrew H.
KKS Online Solution &.Helen M.Hashini R. have already sent a proposal.
  • 0

Description

Experience Level: Expert
I am an independent financial adviser, I am looking to outsource some of our paraplanning and technical work to help with our increasing work load.

Our business focuses on Pensions, however, we do provide advice in all areas of financial planning.

Knowledge of Synaptic, Adviser Office, AXA Elevate and Novia, would be preferred but not essential.

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