Plus One Recruitment seeks an experienced Paraplanner to support Independent Financial Advisors with client work. The role offers exposure to the full financial advice process, managing a client portfolio and progressing towards advisor status with the firm.
You will be involved in technical case management, financial planning, and business processing, with opportunities to develop within a successful wealth management environment.
#J-18808-Ljbffr
Paraplanner to Advisor: Wealth Planning & Growth employer: Plus One Recruitment
Join a dynamic and innovative organisation in the automotive and mobility sector, where your analytical skills will be valued and nurtured. With a collaborative work culture that encourages cross-functional teamwork, you'll have the opportunity to contribute to meaningful projects while enjoying professional growth through hands-on experience and exposure to various business functions. Located in a vibrant area, this role offers a unique chance to make an impact in a fast-paced environment, all while being part of a supportive team dedicated to excellence.
