Paraplanner (Wealth Management & Financial Planning)

New Yesterday

Paraplanner (Wealth Management & Financial Planning) Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth Management Administrator, Investment Analyst, Financial Services Administrator, Financial Services Client Relationship Manager SALARY: Competitive + Bonus + Benefits (see below) LOCATION: Hybrid Working: Typically 3 days from home and 2 in the office, with additional office attendance as required for client meetings JOB TYPE: Full-Time, Permanent JOB OVERVIEW We have a fantastic new job opportunity for a Wealth Management & Financial Planning Paraplanner to join a highly regarded financial services organisation. Working within a collaborative environment, the Wealth Management & Financial Planning Paraplanner will support Financial Planners with research, financial modelling, and client portfolio analysis.<...
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Location:
Witney
Salary:
not provided
Job Type:
FullTime
Category:
Accounting & Finance

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