Seeking a Paraplanner to provide a full paraplanning function to a Senior Financial Advisor, ensuring client service and compliance.
* Main Responsibilities:
* Provide administrative support to a Senior Financial Advisor, ensuring client service and compliance.
* Assist with the preparation of client reports and presentations.
* Collaborate with the back office team to ensure efficient and effective delivery of services.
This is an opportunity to be part of a rapidly growing financial planning firm, building an infrastructure to support its continued growth and success.
About the Company: A leading financial planning firm, dedicated to providing exceptional client service and supporting its employees in their career development.