_{05th March, 2025}

Our client is a well-established boutique firm that provides holistic advice to their loyal HNW clients.

Responsibilities;

• Preparing advice documents, annual reviews, and client presentations/correspondence. Including product research and strategy development.
• Maintaining advice templates, client, and business reports
• Maintaining financial planning software.
• Assisting advisers to implement client strategies.
• Client administration.
• Assisting with workflow management and business processes.
• Client file management.
• Communicating with clients (verbal and written) for non-advised matters.

• Minimum of 3 years' experience as a Paraplanner
• Completed ADFP 
• Xplan experience