Paraplanner

Updated: April 29, 2024 01:11 PM GMT

Modina Limited

Hitchin

JLM Wealth Limited is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and peace of mind. As part of our mission to deliver exceptional client service and tailored financial solutions, we are seeking a skilled and detail oriented Paraplanner to join our team at our UK office.

Role Overview: The Paraplanner will work closely with our financial advisors to support the financial planning process and deliver high-quality, comprehensive advice and recommendations to our clients. The successful candidate will play a key role in conducting research, preparing financial reports and analyses, and assisting in the development of tailored financial plans that meet our clients' objectives and needs.

Key Responsibilities:
• Conduct in-depth research and analysis of... More Detail