A financial services firm in Greater Manchester seeks an experienced Paraplanner to support advisers and clients in financial planning. The role involves analyzing investments, ensuring compliance, and assisting with portfolio management. Candidates should possess broad financial services experience, strong organizational and communication skills, and proficiency in relevant software. The firm offers flexible working hours, generous benefits, and a supportive team environment. This is an excellent opportunity for proactive and detail-oriented individuals to thrive and grow their expertise. #J-18808-Ljbffr
Contact Detail:
Heat Recruitment Recruiting Team