Job Description
Senior Paraplanner / Office Manager
If you're a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you.
We're seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base.
About the Business
We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued.
Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years - a reflection of the trust we've earned and the consistency of our service.
We are now looking for someone who shares these values and is eager to help us maintain our rep...