Support Specialist

4 days ago


Perth, Western Australia beBeeFinancial Full time $80,000 - $115,000
Job Title: Paraplanner

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:

  1. Liaise with Financial Planners to gather fact find information for researching suitable outcomes
  2. Prepare findings ahead of client meetings
  3. Preparing suitability reports based on suitable client outcomes

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

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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