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Paraplanner / Associate Financial Planner

2 months ago

Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time
About the Role

We are seeking a highly skilled and motivated Paraplanner / Associate Financial Planner to join our team at Zanetti Recruitment & Consulting. As a key member of our team, you will play a critical role in supporting our financial planners and clients with their financial affairs.

Key Responsibilities
  • Develop and implement financial planning strategies for clients, working closely with our financial planners to ensure the best possible outcomes.
  • Assist financial planners with the proactive management of client affairs, including preparing and maintaining client files and records.
  • Manage client relationships and maintain open communication with clients to ensure their needs are met and exceeded.
  • Develop and maintain internal relationships with our financial planners and external service providers to ensure seamless delivery of services.
Requirements
  • Strong knowledge of financial planning software and systems, including XPLAN.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders.
  • Ability to plan, organize, and prioritize tasks to meet deadlines and deliver high-quality results.
  • Proficiency in Microsoft Office products, including Word, Excel, and PowerPoint.
About You

We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional client service. If you have a strong background in financial planning and a desire to work in a dynamic and supportive environment, we encourage you to apply for this exciting opportunity.