An exciting opportunity has become available for a motivated and detail-oriented Paraplanner to join a dynamic and forward-thinking wealth management team. This role offers the chance to work closely with experienced Financial Planners, contributing to the delivery of high-quality and tailored financial advice. You'll play a key part in researching investment strategies, preparing reports, and ensuring compliance, all while expanding your knowledge and growing your career in a supportive, professional environment.
Duties:
Research financial products, pensions, and tax options
Analyse client data...