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Paraplanner - Financial Planning Specialist
2 months ago
We are seeking a highly skilled Paraplanner to join our team at Zanetti Recruitment & Consulting. As a Paraplanner, you will play a critical role in providing exceptional client service and support to our Financial Planning team.
Key Responsibilities- Review and Analysis: Review advice documents and paperwork to ensure completeness and accuracy, and gather information on existing investments and insurance holdings for analysis.
- Financial Modelling: Undertake forecasting and financial modelling using XPLAN software to provide high-quality financial planning solutions.
- Compliance and Administration: Ensure compliance with industry standards, assist in developing and maintaining office procedures, and handle administrative duties for the Financial Advice team.
- File Integrity and Organization: Maintain overall file integrity for organized and accurate documentation, and assist with general administration duties.
- Industry Knowledge: Advantageous knowledge and experience in the financial planning industry.
- Software Skills: Ability to use financial planning software (XPLAN) and Microsoft Office products (Word, Excel, and PowerPoint).
- Problem-Solving: Pro-active, problem-solving approach with a focus on delivering exceptional results.
We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional client service and support. If you have a strong background in financial planning and a keen eye for detail, we encourage you to apply for this exciting opportunity.
