Wealth Planning Paraplanner & Compliance Specialist
Job in
Edinburgh, Johnson County, Indiana, 46124, USA
Listed on 2026-07-10
Listing for:
Core-Asset-Consulting
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Services, Regulatory Compliance Specialist, Financial Compliance
Job Description & How to Apply Below
Core-Asset Consulting is a wealth management firm seeking an experienced Wealth Planning Technician to join our growing team. This role combines technical paraplanning with compliance oversight to support robust advice processes, regulatory compliance and high-quality client outcomes.
Working closely with advisers and senior leadership, you will review files, improve templates using AI, conduct technical research on pensions and investments, and ensure adherence to FCA regulations and AML
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