Financial Planning Professional

2 weeks ago

Perth, Western Australia beBeeFinancialPlanning Full time $60,000 - $90,000

Job Summary

This role involves working closely with Financial Planners to gather information, conduct research, and prepare recommendations for various financial planning solutions.

The ideal candidate will possess strong administrative, research, and report writing skills, as well as a solid understanding of financial products and services. A Diploma in Regulated Financial Planning or relevant experience is essential for this position.

Responsibilities:

  • Liaise with Financial Planners to obtain necessary information for researching suitable outcomes
  • Prepare detailed research and recommendations across a range of financial planning solutions
  • Compile findings prior to client meetings
  • Develop suitability reports based on identified client needs
  • Support ad-hoc projects as required

Required Skills and Qualifications

A successful applicant will demonstrate the following skills and qualifications:

  • Strong administrative and organizational skills
  • Excellent research and analytical skills
  • Effective communication and interpersonal skills
  • Ability to work accurately and efficiently under pressure
  • Diploma in Regulated Financial Planning or equivalent experience

Benefits

This role offers a unique opportunity for career growth and development in the financial planning sector.

About This Role

This is an exciting opportunity for an experienced administrator to take their first step into a paraplanning role.

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