The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client.Responsibilities: Preparing the fund switch reportAssist in completing the client fact...

The Company:This well-regarded financial advisory firm deliver holistic and tailored financial planning solutions to their range of clients and are currently looking to recruit an experienced Paraplanner to support their growing team of Advisors.They are looking for someone who can work autonomously...