Junior Paraplanner

8 Days Old

Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families. With a close-knit team of around five, they provide an outstanding level of client care thats built on trust, transparency and genuine relationships. This role offers the chance to work directly with one of the firms founders, combining hands-on financial advice with a strategic advisory approach. Its ideal for someone who enjoys both detailed client work and helping to shape the wider direction of a growing business. The Role As Paraplanner / Financial Adviser , youll deliver expert, regulated advice across investments and retirement planning helping clients achieve their financial goals and feel confident abo...
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Location:
Arlesey
Salary:
not provided
Job Type:
FullTime
Category:
Accounting & Finance

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