Job Title: Paraplanner
Company Overview: My client is a firm of Chartered Financial Planners seeking a Paraplanner to join their office-based team.
Key Responsibilities:
* Obtain and analyze information from providers to support client objectives.
* Conduct technical research to inform financial planning decisions.
* Create accurate cash flow planning analysis to meet client needs.
* Prepare suitability reports with a high level of accuracy and care.
* Process and analyze data to inform client recommendations.
About the Role: This is an exciting opportunity for a skilled Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial planning services.
What We Offer: A supportive and collaborative work environment, opportunities for professional development, and a competitive compensation package.