Senior Paraplanner: Client-Focused Financial Planning Pro

Alderley Edge, United Kingdom - Bond Recruitment is recruiting a Senior Paraplanner for a highly regarded Chartered Financial Planning firm. You will deliver high-quality technical support to the Financial Planner before, during, and after Annual Planning Meetings, while maintaining strong client relationships in between meetings.

Key duties include meeting preparation, attending client meetings, and ensuring client files (Voyant, Curo, and related systems) are accurate and up to date.