Strategic Financial Planning Professional
5 days ago
In this role, you will be working closely with senior advisors to develop and implement comprehensive financial planning strategies for our clients. This position involves collaborating with cross-functional teams to ensure seamless delivery of services.
About the Role
You will attend client meetings, work on financial modelling, and assist in managing client relationships. Your responsibilities will also include preparing advice documents as required and liaising with fund managers and third parties.
Key Requirements
We are looking for an individual with a Bachelor's degree in a relevant discipline and at least 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice. You should have a strong understanding of the financial planning process, experience in preparation of SOA and ROA, and proficiency with XPlan financial planning software.
Benefits
This role offers a competitive salary commensurate with experience, opportunities for career growth and professional development in an expanding team, and a collaborative and supportive work environment that fosters learning and innovation. With your skills and expertise, you will have a significant impact on the success of our clients and contribute to the growth and development of our organization.
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