Paraplanner Join a Growing Employee-Owned Wealth Management Firm
Stamford | Hybrid Working Available | Competitive Salary & Benefits
Are you a detail-oriented Paraplanner looking for a fantastic opportunity to grow your career within a thriving, independent wealth management firm?
We're hiring for a progressive and employee-owned financial practice in the stunning historic town of Stamford. With a strong focus on employee development and client satisfaction, we are seeking an individual who is ready to contribute to our mission of delivering exceptional financial services.
Responsibilities:
1. Assist financial advisors in preparing and maintaining client financial plans.
2. Conduct research and analysis to support financial recommendations.
3. Prepare reports and presentations for client meetings.
4. Maintain compliance with regulatory requirements.
5. Collaborate with team members to enhance service delivery.
Qualifications:
1. Relevant experience as a Paraplanner or in a similar role.
2. Strong analytical and communication skills.
3. Knowledge of financial planning software and tools.
4. Ability to work independently and as part of a team.
If you are excited about the opportunity to join a dynamic team and contribute to the success of our clients, we would love to hear from you!
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