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Financial Planning Specialist
2 months ago
About the Role:
We are seeking an experienced and qualified Paraplanner to support our Financial Advisors in delivering exceptional client service at Click and Connect Online Limited. As a Paraplanner, you will play a vital role in providing high-quality financial planning support to clients.
Key Responsibilities:
- Conduct research and analysis to support the Financial Advisors in developing comprehensive financial plans for clients.
- Prepare reports, proposals, and other documents for client meetings.
- Ensure compliance with industry regulations and internal policies.
- Maintain accurate and up-to-date client records and documentation.
- Provide support to the Financial Advisors in all aspects of client service.
Requirements:
- A minimum of 3 years of experience as a Paraplanner in the wealth management industry.
- Industry leading qualifications such as Diploma in Financial Planning or equivalent.
- Excellent analytical and problem-solving skills.
- Strong attention to detail and organizational abilities.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office, especially Excel and Word.
About the Company:
Click and Connect Online Limited is a prestigious wealth management firm dedicated to providing exceptional client service. We offer a supportive and collaborative work environment, a competitive salary and benefits package, and opportunities for professional growth and development.
