Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced/Senior Paraplanner to join their friendly team.
This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice.
The company encourage a supportive environment for career progression and development.
Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced/Senior Paraplanner to join their friendly team.
This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice.
The company encourage a supportive environment for career progression and development.