Our client is looking for a paraplanner to be responsible for supporting financial planners by conducting research, preparing financial plans, and handling various administrative tasks.
Responsibilities
Providing a smooth and efficient process for clients.
Ensuring clients receive accurate and professional financial advice.
Providing technical support and recommendations to Financial Advisers
A highly professional team, with many home grown advisers, with years of technical experience between them.
Chartered financial planners dealing with high net worth clients with a fantastic reputation for the honest and professional advice they provide to the South.
We are currently seeking an experienced Paraplanner to work for a leading national financial planning firm dedicated to providing bespoke wealth management solutions to their clients.
The Senior Para Planner will play a crucial role in supporting financial advisors by conducting in-depth research, analysis, and preparation of financial plans for our clients.
With a commitment to excellence and a client-centric approach, we strive to deliver comprehensive financial advice tailored to individual needs.