Client Support Paraplanner
3 weeks ago
Job Advertisement:
Paraplanner for Click and Connect Online Limited
We are seeking a skilled and knowledgeable Paraplanner to join our dynamic team at Click and Connect Online Limited. This role is essential in providing exceptional financial planning assistance to our clients.
Key Qualifications:
- At least 3 years of relevant experience as a Paraplanner within the financial services sector
- Recognized qualifications such as a Diploma in Financial Planning or equivalent credentials
- Strong analytical and problem-solving capabilities
- Exceptional attention to detail and organizational skills
- Ability to function both independently and as part of a collaborative team
- Proficiency in Microsoft Office applications, particularly Excel and Word
Primary Responsibilities:
- Conduct thorough research and analysis to assist Financial Advisors in formulating detailed financial plans for clients
- Prepare comprehensive reports, proposals, and documentation for client consultations
- Ensure adherence to industry regulations and internal compliance standards
- Maintain precise and current client records and documentation
- Provide ongoing support to Financial Advisors in all facets of client service
If you possess the necessary qualifications and are dedicated to delivering high-quality financial planning support, we welcome your application for this rewarding opportunity.
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