Financial Planning Specialist
4 weeks ago
Opportunity Overview:
An esteemed independent resourcing consultancy is in search of a skilled and knowledgeable Paraplanner to enhance their financial advisory services. In this role, you will work closely with Financial Advisors to provide exceptional financial planning assistance to clients.
Key Qualifications:
- At least 3 years of experience as a Paraplanner within the financial services sector
- Relevant qualifications in Financial Planning or similar fields
- Excellent analytical and problem-solving capabilities
- Strong attention to detail and organizational skills
- Ability to operate both independently and collaboratively
- Proficient in Microsoft Office applications, particularly Excel and Word
Primary Responsibilities:
- Perform research and analysis to support Financial Advisors in crafting detailed financial strategies for clients
- Prepare comprehensive reports, proposals, and documentation for client consultations
- Ensure adherence to industry standards and internal guidelines
- Maintain precise client records and documentation
- Assist Financial Advisors in various client service initiatives
This role provides a competitive compensation package and benefits within a nurturing and cooperative work atmosphere. If you are dedicated to delivering high-quality financial planning assistance, this opportunity may be the right fit for you.
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