Supporting Financial Advisors
4 days ago
About Us:
Eldon is a multi-award-winning independent Chartered Financial Planning firm, committed to delivering exceptional financial planning services to individuals and families. Our dedicated team of experts provides personalized advice and guidance, helping clients achieve their financial goals and secure their future.
Our Team:
We are a close-knit team of passionate professionals who share a commitment to excellence and customer satisfaction. As a Paraplanner at Eldon, you will be part of a dynamic and supportive team, working collaboratively to deliver outstanding results for clients.
Your Role:
You will be responsible for providing high-quality technical support to our Financial Planners, working closely with them to deliver personalized financial plans and solutions for clients. Your key responsibilities will include preparing client meeting materials, conducting research, and analyzing data to inform recommendations. You will also develop relationships with clients, attending meetings and supporting the implementation of financial planning solutions.
What We Offer:
- Competitive salary and bonus structure
- Range of benefits, including pension and life insurance
- Ongoing professional training and development opportunities
- Flexible working arrangements, including remote work options
- Collaborative and supportive team environment
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