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Financial Planning Specialist

2 months ago

Melbourne, Victoria, Australia Fuse Recruitment Full time
Financial Planning Role

Fuse Recruitment is seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients.

Key Responsibilities:

  • Assist financial advisors in preparing comprehensive 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.

About 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.