Paraplanner: investment portfolio support, cfp path

An exciting opportunity has emerged within a dynamic Financial Planning team seeking a Paraplanner to provide essential technical support to a Trust Officer and their assistant. In this role, you will engage in client portfolio analysis, advisory support, and investment planning, ensuring that clients receive top-notch service. Your research and analytical skills will be pivotal in preparing financial reports and resolving client queries. This position not only offers the chance to enhance your financial expertise but also provides a pathway for career progression to manage existing clients over time. If you are detail-oriented and passionate about financial planning, this role is perfect for you.
#J-18808-Ljbffr