Job description
The Role: On behalf of our client, we are seeking a Paraplanner . This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research. Responsibilities will include Prepare and maintain electronic client files in line with compliance …