Paraplanner

Paraplanner

About Us:

We are a well-established firm with a strong reputation in our industry. We pride ourselves on our commitment to excellence and our ability to provide high-quality services to our clients. We are currently seeking an experienced Paraplanner to join our team.

Job Description:

The successful candidate will be responsible for providing high-level support to our financial planning team. This includes but is not limited to:

• Assisting in the research, analysis, and preparation of financial plans
• Preparing client reports and presentations
• Liaising with clients and maintaining strong client relationships
• Ensuring compliance with industry regulations and standards

Qualifications:

• Proven experience as a Paraplanner
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Proficiency in financial planning software
• Relevant certifications are a plus

Why Join Us?

We offer a competitive salary and a comprehensive benefits package. You’ll be joining a supportive team within a firm that values professional growth and development. We believe in rewarding our employees for their hard work and offer opportunities for advancement.