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Financial Planning Associate

2 months ago

Melbourne, Victoria, Australia Fuse Recruitment Full time
Paraplanner Job Description

Fuse Recruitment is seeking a detail-oriented and highly motivated Paraplanner to join our dynamic team. As a Paraplanner, you will play a crucial role in supporting our financial advisors by preparing comprehensive financial plans, conducting research, and ensuring the highest standards of service delivery.

Key Responsibilities:
  • Assist financial advisors in preparing detailed financial plans and recommendations for clients.
  • Conduct thorough research and analysis on investment options, insurance products, and other financial planning tools.
  • Prepare and maintain accurate and compliant client files and documentation.
  • Support the development and implementation of financial strategies tailored to client needs.
  • Liaise with clients to gather necessary information and respond to inquiries.
  • Ensure all advice and recommendations comply with industry regulations and company policies.
  • Assist in preparing reports and presentations for client meetings.
  • Collaborate with the advisory team to continuously improve processes and client service delivery.
Requirements:
  • Diploma of Financial Planning or relevant tertiary qualification.
  • Previous experience in a paraplanning role or similar position within the financial services industry.
  • Strong knowledge of financial planning principles, investment products, and insurance.
  • Proficiency in financial planning software and MS Office Suite.
  • Excellent analytical, organizational, and communication skills.
  • High attention to detail and a commitment to accuracy.
  • Ability to work independently and as part of a team.

At Fuse Recruitment, we specialize in connecting top talent with leading firms in the wealth industry. If you know someone who's looking for their next career chapter, refer them to us and earn $500* if we help them find a new role.