
Support Specialist
4 days ago
As a skilled Paraplanner, you will play a crucial role in supporting our team by gathering fact find information, preparing research and recommendations, and creating suitability reports.
This position requires strong analytical and problem-solving skills to liaise closely with Financial Planners and prepare complex research and recommendations across a wide range of Financial Planning solutions.
Responsibilities:
- Liaise with Financial Planners to gather fact find information for researching suitable outcomes
- Prepare findings ahead of client meetings
- Preparing suitability reports based on suitable client outcomes
Skills & Qualifications:
- Attained or working towards the Diploma in Regulated Financial Planning
- Experience working in a financial services environment
- Strong understanding of financial products and services
Requirements:
- Excellent communication and interpersonal skills
Ad hoc project work may also be required. This is an opportunity to develop your skills and knowledge in a dynamic and fast-paced environment.
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