Experienced Paraplanner for Financial Adviser
3 weeks ago
We are seeking an experienced paraplanner to provide full technical support to a financial adviser who is at a pivotal point of growth.
Key Responsibilities:
- Support the principal partner of the firm across high net worth clients
- Attend client meetings with the adviser and action all post-meeting paraplanning requirements
- Full ownership of the end-to-end paraplanning cycle, including cashflow modelling, report writing, and providing recommendations
What We Offer:
- Superb opportunity for a diploma-qualified paraplanner with a working knowledge of SJP processes and systems
- Hybrid working pattern with 3 days in the office
- Excellent career opportunity to grow technical skills and progress career
Please send your CV to Camilla Howden for consideration.
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