Were currently on the lookout for a Paraplanner join our growing team on a full-time, permanent basis. This is a remote role, meaning youll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.
Our Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.
Youll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether its information gathering, planning, or creating reportsyour expertise will help ensure we continue providing outstanding client service.
Heres a snapshot of what your day-to-day might look like :
Supporting cons...
Paraplanner • Leicester, Leicestershire, UK