de Lisle Financial Planning
Miller Knight is seeking an experienced Paraplanner to work closely with the Managing Director in forming technical financial planning advice for clients. The role involves conducting detailed research, performing technical calculations, and utilizing Voyant to model scenarios and shape recommendations. This position offers a hybrid working arrangement with a competitive salary and comprehensive benefits package.
We are financial advisers that specialise in financial planning for small business owners and professionals approaching retirement in Cheltenham & Cirencester, helping them organise their finances so that their money works as hard as they do.
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 de Lisle Financial Planning.
22% below the average for this role