Broadgate is seeking an experienced Paraplanner to support Financial Planners and Client Services in delivering comprehensive financial planning solutions. You will undertake technical analysis, cashflow modelling, and preparation of suitability reports while building strong client relationships and ensuring a seamless journey for clients.
The role offers collaboration with planners and advisers in a client-focused environment, with opportunity for professional development and involvement in
#J-18808-LjbffrExperienced Paraplanner: Wealth Planning Specialist (Hybrid) employer: Broadgate
As a leading fintech in the cross-border payments sector, we pride ourselves on fostering a dynamic and innovative work environment where compliance is viewed as a vital component of our infrastructure. Our London-based team enjoys a hybrid working model, competitive salary packages, and equity options, alongside opportunities for professional growth and direct collaboration with senior leadership. Join us to make a meaningful impact in a role that empowers you to shape compliance strategies across multiple jurisdictions.
