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Financial Planning Specialist
2 months ago
Job Title: Paraplanner
Company: Click and Connect Online Limited
Job Summary:
We are seeking an experienced and qualified Paraplanner to join our team at Click and Connect Online Limited. As a Paraplanner, you will work closely with our Financial Advisors to provide high-quality financial planning support to our 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.
What We Offer:
A competitive salary and benefits package, as well as a supportive and collaborative work environment.
