Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for you. […]
Attain information needed to compile Balance Sheet, Income & Expenditure Statements and relay to Advisor […]
Research both independently and with the Advisor to identify relevant solutions to meet client needs […]
Review current and...