Paraplanner (Part-Time Available!) 🌟📊 Are you looking to break into finance without the pressure of direct sales or client pitching? Join our financial planning team as a Paraplanner – a vital and often overlooked role in the financial advisory world! What You’ll Do 🛠️ 🗂️ Perform admin tasks: scheduling, filing, data entry 📝 Attend client meetings and take notes 📈 Analyze financial statements & run projections 🗃️ Update client records and prepare reports What You Won’t Do ✋ ❌ No direct financial advice to clients (that’s the adviser’s job) 🔎 Focus on supporting groundwork so our advisers can shine Who Makes a Good Paraplanner? 🎓 We’re looking for someone with: 🎓 Background in finance, accounting, or economics 🧑‍💻 Strong organizational & tech skills ✨ Attention to detail & research skills 🍀 Desire to grow in finance without being client-facing 🌱 Many paraplanners move into full advisory roles, while others love the rewarding support function! 🚀 Part-time positions available – apply now and help us keep the planning process running smoothly behind the scenes!