Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial plans Assist in the preparation
Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial plans Assist in the preparation
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business