The Senior Paraplanner supports advisers in developing financial strategies, prepares advice documents, conducts product research, and ensures compliance with documentation standards.

The Tech and Data Lead drives technology strategy, manages data initiatives, oversees CRM, and ensures compliance with data governance while collaborating with various stakeholders for data-driven decision-making.

The Investment Operations Analyst supports the CIO team with investment oversight, data integrity, reporting, performance analytics, and process improvements for fund operations.