We have a vacancy for an administration assistant.
Whilst some office experience is preferable, we’re keen to find someone who wants to develop their career and learn new skills.
We have a vacancy for a Paraplanner to join the award-winning Informed Choice team.
Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.
Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.