Financial Services Coordinator
7 days ago
An exciting opportunity has arisen for a skilled Financial Paraplanner to join our team at The Recruitment Council. As a key member of our financial services team, you will play a crucial role in supporting clients and business partners.
Key Responsibilities:
- Partner with the CEO/Lead Adviser to support client management and ensure seamless delivery of financial plans.
- Prepare comprehensive financial plans and reviews, including risk assessment reports and recommendations.
- Capture client contact information in our CRM system and maintain up-to-date records.
Primary Duties:
- Support business in meeting client financial needs and questions, providing expert advice on investments, estate planning, and budgeting.
- Develop and deliver quarterly and annual reviews, including financial planning reports, risk assessment reports, and retirement planning reports.
Requirements:
- 3-5 years' experience in financial planning with a strong understanding of life, investments, estate planning, and budgeting.
- Possess excellent communication and organizational skills, with the ability to work effectively in a team environment.
The successful candidate will have a Postgraduate Diploma or B.Com Honours in Financial Planning, with a strong passion for delivering exceptional results in a fast-paced environment. With a competitive salary range of $80,000 - $100,000 per annum, this is an excellent opportunity to advance your career in financial services.
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