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Financial Planning Professional
2 months ago
We are seeking a skilled Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients. The ideal candidate will have a strong understanding of financial planning principles, investment products, and insurance.
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.
