Paraplanner
Job Summary:
• Assist financial planners in creating and implementing financial strategies
• Provide administrative support and data analysis
Key Responsibilities:
• Assist in the preparation of client reports and presentations
• Conduct research and data analysis to support financial planning
• Maintain accurate and up-to-date records
Requirements:
• Strong administrative and organizational skills
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment
Salary: Up to £32,000 (based on experience and qualifications)