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Financial Planning Assistant
2 months ago
Distinct Recruitment is seeking a skilled Paraplanning professional to join our team. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients on their financial plans. Your expertise in creating lifetime cashflow forecasts and financial plans will be essential in delivering high-quality services to our clients. If you have a strong background in Paraplanning, excellent technical knowledge, and a passion for delivering exceptional results, we want to hear from you. Key responsibilities include:
* Collaborating with Financial Planners to provide expert advice to clients
* Creating detailed cashflow forecasts and financial plans
* Ensuring accurate and timely delivery of financial plans and reviews
We are looking for a highly organized and detail-oriented individual with a strong problem-solving approach. If you have a Diploma status, excellent communication skills, and experience in Paraplanning, we encourage you to apply. Our company offers a hybrid working arrangement, excellent benefits package, and opportunities for growth and development. Apply now to take your career to the next level.
