2 Vacancies

Purpose To support 4 financial advisers in providing financial advice and services to clients. The paraplanner plays a critical role in assisting with research, analysis as well as ensuring compliance with industry regulations . Report Preparation : Prepare detailed reports, including financial analysis, tax calculations, risk assessments, and recommend...

Lync Account Manager Role Overview The Lync Account Manager (AM) will report into the Business Development Manager and will be responsible for strengthening relationships with advisers, driving growth by generating new adviser opportunities and supporting advisers in building their client base. The role focuses on promoting financial planning and advice services, ensuring align...