3 Days Left) Paraplanner

1 week ago


Perth, Western Australia IDEX Consulting Full time
A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth.

The client is looking for an experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.

Responsibilities:

1. Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
2. Prepare complex research and recommendations across a wide range of Financial Planning solutions
3. Prepare findings ahead of client meetings
4. Preparing suitability reports based on suitable client outcomes
5. Ad hoc project work

Skills & Qualifications:

1. Attained or working towards the Diploma in Regulated Financial Planning
2. Experience working in a financial services environment
3. Strong understanding of financial products and services
4. Excellent administrative, research, and report writing skills

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