Paraplanning Professional

Nelson Scott is seeking a skilled Suitability Analyst to join our financial planning team. As a Suitability Analyst, you will play a critical role in preparing suitability reports and working closely with our Financial Planners to deliver exceptional client outcomes.

Your Key Responsibilities:

• Prepare detailed suitability reports that take into account a wide range of advice types, financial products, and investment solutions
• Conduct thorough research to ensure the accuracy and relevance of client information
• Maintain accurate and up-to-date client records, capturing all necessary Know Your Client information
• Work collaboratively with the Financial Planner to ensure clients receive tailored advice and achieve their financial goals
• Support client meetings by providing cashflow modelling as required
• Effectively manage your workload to meet personal targets and communicate with the Financial Planners on expected delivery dates

You Will Need:

• A minimum Level 4 Diploma in Financial Planning (DipPFS)
• A passion for ongoing learning and development, with a desire to pursue Chartered status

This role offers:

• An estimated salary of $65,000 - $85,000 per annum, depending on experience
• The chance to work in a fast-paced and dynamic team environment
• Ongoing professional development and training opportunities