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oracle-cloud.com
Cazenove Capital is seeking an experienced Senior Paraplanner to join its Wealth Planning team, combining technical financial planning expertise with client service and supporting junior colleagues. The role involves assisting Wealth Planners with client planning needs, drafting reason-why letters, and ensuring compliance with company procedures. This position offers opportunities to attend client meetings and contribute to team knowledge sharing and process improvements.
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 oracle-cloud.com.
oracle-cloud.com didn’t post a salary, so this is our estimate from similar listings.
38% below the average for this role