Much like paralegals in the legal field, Paraplanners are invaluable professionals who possess a blend of administrative precision and highly specialized technical or financial skills. This role goes beyond typical administrative tasks to include data analysis, research, client relationship building, and strategic participation in growth initiatives. By mastering these elements, you will become an indispensable asset to the Financial Planners and the clients they serve. […]
Client Meeting Support: Attend client meetings alongside qualified Financial Planners. Accurately take notes, document important...