Role Overview
We are seeking a highly skilled Paraplanner or Senior Paraplanner to join our team. The ideal candidate will have a strong understanding of financial planning principles, excellent communication and organizational skills, and be able to work collaboratively within a professional business team.
Duties will include:
* Attending client meetings as required
* Communicating with clients in the absence of the adviser
* Providing technical support to Financial Planners and Directors
* Researching and preparing client advice in conjunction with Financial Planners and Directors