New paraplanner recruit for Midlands wealth management firm
8 March 2022
Jordan Laight has joined BRI Wealth Management, an independently owned, wealth management company, as Financial Planning Paraplanner. The role will see Jordan will work closely with financial planners, assisting with the drafting of financial planning reports, advising clients on their investments based on objectives, risk profile and time horizon. Based in Meriden, near Coventry, she...