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Financial Planning Associate
2 months ago
We are seeking a skilled Paraplanner / Associate Adviser to join our team at Zanetti Recruitment & Consulting. As a key member of our wealth management team, you will be responsible for developing advice strategies for clients and assisting advisers with their financial affairs.
", "Key Responsibilities": "- Develop and implement financial planning strategies for clients
- Assist advisers with the proactive management of client affairs
- Prepare and maintain client records, including SOA documents and compliance obligations
- Develop and maintain relationships with advisers and external service providers to ensure administrative and operational efficiencies
- Proven experience in a similar role within a wealth management or financial planning firm
- Strong knowledge of financial planning software (XPLAN) and Microsoft Office products (Word, Excel, and PowerPoint)
- Excellent written and oral communication skills, with the ability to plan, organize, and prioritize tasks
We offer a dynamic and supportive work environment, with opportunities for career development and progression. Our team is committed to delivering high-quality service to our clients, and we are looking for someone who shares our values and is passionate about providing exceptional service.
", "How to Apply": "If you are a motivated and experienced Paraplanner / Associate Adviser looking for a new challenge, please apply for this role. We look forward to hearing from you
", "Company Information": "Zanetti Recruitment & Consulting is a well-respected and growing wealth and asset management firm, providing strategic advice underpinned by a solid investment methodology. We are committed to building relationships and delivering exceptional service to our clients.
", "Contact Information": "Please note that we do not accept applications via email or phone. If you have any questions or would like to discuss this role further, please contact Ric at Zanetti Recruitment & Consulting.
", "Disclaimer": "Please note that this job description is a summary of the key responsibilities and requirements of the role. The full job description and requirements can be obtained by contacting Zanetti Recruitment & Consulting.
", "Language": "en-US"}