We are working with a reputable financial advisory firm that has been serving small businesses and individuals since its founding. They take pride in their holistic approach to financial advising, aiming to help clients achieve their objectives by utilising a wide range of financial products and exclusive arrangements not available elsewhere. Their expertise extends to problem-solving, cost accounting, and contract law, making them a trusted partner for their clients' financial needs.
The practice understand the value of specialised knowledge. That's why they have a team of specialist support staff in the areas of pensions and investments. They also have established partnerships with corporate lawyers, family lawyers, and specialist tax consultants, ensuring clients receive comprehensive financial solutions.
Their mission is clear: to enhance clients' wealth through tax control, improved investment returns, and effective risk management. They are now looking for a dedicated Paraplanner to join the team and contribute to their commitment to excellence in financial advising.
Position Overview:
As a Paraplanner you will play a vital role in supporting the Financial Advisors and clients. You will be responsible for gathering and analysing client data, preparing financial reports, and assisting in the development of comprehensive financial plans. You will work closely with our team of experts to deliver tailored solutions to clients, contributing to their f...