Our Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. You’ll be assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions.
Job listings
North America
4w PTO
This is not a traditional financial services role, you’ll be designing new services from scratch — building the team, defining the client journey, launching the operations, and using AI to scale personalized advice. You’ll collaborate with product, marketing, sales, and compliance to bring these services to life, delivering client clarity, confidence, and satisfaction.