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PER, Private Equity Recruitment

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PER, Private Equity Recruitment

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Registered Paraplanner / Client Relationship Manager
Job Description We are looking for a motivated, hardworking team player to join our practice. We are a growing wealth management firm looking for a Registered Paraplanner / Client Relationship Manager. The successful candidate will possess excellent customer service and organizational skills along with a high level of competence with Microsoft Office programs and social media. A positive attitude and a desire to have a positive impact on people a must. The Registered Paraplanner / Client Relationship Manager position is a high-level position which requires demonstrated competence within the areas of trading, financial planning, client services, and administrative support within the Financial Services field. This position provides client relationship supp


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