Manage and grow a portfolio of high-net-worth clients by providing tailored financial advice and investment solutions. Develop investment strategies, ensure compliance, and build strong client relationships, while focusing on client satisfaction and business development.

As a Senior Paraplanner, you will support advisers in strategy development and documentation, manage quality compliance, and provide technical expertise in financial advice frameworks.

The Senior Accountant prepares financial reports, supports month-end processes, manages budgets, and oversees internal controls while collaborating with stakeholders.