Paraplanner/Senior Administrator

Overview This is an opportunity for a dynamic Financial Planner / Paraplanner to join a well-established office. In this role, the financial planner will assist the financial advisor in all respects. This includes financial planning for new clients, reviews, and client appointments. The role requires significant client interaction. The planner is not required to source their own clients, though this remains an option. Responsibilities Financial advice and planning Prompt handling of client quer…