Paraplanner

A Paraplanner position has become available at an award-winning firm that prioritises the well-being of its team. The successful candidate will join a growing group of Paraplanners who assist Holistic Financial Advisors. Key responsibilities include reviewing factfinds and meeting notes from Financial Advisors to ensure compliance with guidelines, as well as conducting market research. This role offers an opportunity to contribute to a supportive and dynamic work environment.

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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