Wirral Paraplanning Specialist
15 hours ago
This job posting seeks a highly motivated and detail-oriented individual to join our team as a Paraplanner. As a key member of our Financial Services team, you will be responsible for providing vital support to our Financial Advisors in their efforts to deliver high-quality financial planning services.
In this dynamic and fast-paced environment, you will collaborate with experienced professionals to develop and implement personalized financial plans for clients. Your analytical skills and ability to communicate complex information effectively will be invaluable assets in this role.
Responsibilities of this position include:
- Providing paraplanning assistance to Financial Advisors
- Participating in the creation of comprehensive financial plans
- Collaborating on cashflow modelling initiatives for clients
We are committed to providing a supportive and inclusive work environment that fosters growth and development. The successful candidate will have the opportunity to work closely with our experienced team members and make a meaningful contribution to the success of our organization.
The estimated annual salary for this position is £38,250, reflecting industry standards for similar roles in the Wirral region.
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