Paraplanner

An opportunity has arisen for a Paraplanner within an award-winning firm that prioritises the well-being of its team. The successful candidate will be part of a growing Paraplanner team, providing support to Holistic Financial Advisors. Key responsibilities include reviewing fact finds and meeting notes to ensure compliance with guidelines, as well as conducting market research. This role offers a chance to contribute to a supportive and dynamic work environment, enhancing the firm's commitment to excellence in financial advice.

This Paraplanner job is available within an award winning firm that truly cares about their team.

You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:

• Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
• Researching the whole of market and under…

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