Job Description
Paraplanner - Hampshire
Orr client is looking for a hybrid Paraplanner to work as part of the Paraplanning team, the purpose of this role is to support Financial
Advisors in the delivery of holistic advice and financial plans for clients. This is a target driven role that entails technical research and report writing in complex subject matter. The role holder must demonstrate excellent planning and organisation skills, attention to
detail is key with the ability to analyse and decipher complex plan information.
They are looking for a knowledgeable individual who is able to manage time effectively, make confident decisions and prioritise. A good team player who will look to mentor others in their specialised areas and learn from others in their development areas.
Key Role Tasks: