This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm.
You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered.
The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
Your responsibilities will include:
* Preparing and presenting reports and proposals to clients and Financial Advisors.
* Providing administrative support to Financial Advisors, including data entry and document management.
* Assisting with the development and implementation of business strategies and processes.
This is a great opportunity to join a dynamic and growing team, with opportunities for professional development and career progression.