Senior Financial Planner Assistant
3 days ago
We are seeking a skilled and experienced Senior Financial Planner Assistant to join our team. As a key member of our financial planning department, you will play a crucial role in supporting our financial planners in their daily activities.
Your primary responsibility will be to assist our financial planners in gathering fact find information, researching suitable outcomes, and preparing complex research and recommendations across a wide range of financial planning solutions.
You will also be responsible for preparing findings ahead of client meetings, preparing suitability reports based on suitable client outcomes, and assisting with ad-hoc project work as needed.
Required Skills and QualificationsTo be successful in this role, you will need to have the following skills and qualifications:
- A strong understanding of financial products and services
- Excellent administrative, research, and report writing skills
- Attained or working towards the Diploma in Regulated Financial Planning
- Experience working in a financial services environment
This is an excellent opportunity for someone looking to take their career to the next level in the financial services industry. You will have the chance to work with a dynamic and supportive team, and to develop your skills and knowledge in a fast-paced and ever-changing environment.
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