Paraplanner Role
We are seeking a skilled Paraplanner to join our team, responsible for preparing high-quality Statement of Advice (SOA) documents.
The ideal candidate will have at least 3 years of experience in financial planning, strong technical skills and proficiency in financial planning software, especially XPlan.
Required Skills & Qualifications:
* Financial Planning Experience: At least 3 years of experience in the field with a proven track record of producing high-quality work.
* Technical Skills: Strong technical skills and knowledge of relevant software including XPlan.
Benefits:
The role offers both full-time and part-time options within a collaborative team environment. This is an excellent opportunity for candidates looking for a challenging and rewarding career path.
About this Role: