Finura
This role provides administrative support to the Paraplanning and Advice teams, ensuring efficient service for advisers and their clients while offering opportunities to learn financial advice fundamentals. The position is designed for individuals at the start of their career in financial services who wish to develop their knowledge and work towards professional qualifications. The successful candidate will manage day-to-day administrative tasks, maintain client records, and shadow Junior Paraplanners in a remote-first environment.
Chartered financial planners providing personalised advice on wealth, retirement and investing, to help you plan with clarity and confidence. Let's explore what's next for you.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Finura.
34% below the average for this role