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Financial Planning Specialist
2 months ago
We are seeking an experienced Paraplanner to provide high-quality financial planning support to our clients. As a key member of our team, you will work closely with Financial Advisors to develop comprehensive financial plans and ensure compliance with industry regulations.
Key Responsibilities:
- Conduct research and analysis to support Financial Advisors in developing financial plans
- Prepare reports, proposals, and other documents for client meetings
- Maintain accurate and up-to-date client records and documentation
- Provide support to Financial Advisors in all aspects of client service
Requirements:
- 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. If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.
