Job description

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!