Summary:
We are seeking a highly organized and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors to provide exceptional service to clients.
Responsibilities:
- Assist financial advisors in creating financial plans for clients
- Conduct research on investment products and strategies
- Prepare reports and presentations for clients
- Analyse client financial data and develop recommendations for investment strategies
- Collaborate with advisors to develop and implement financial plans
- Maintain client records and ensure compliance with regulatory requirements
- Provide exceptional customer service to clients
Qualifications:
- Bachelor's degree or Diploma in finance, accounting, or related field
- 3+ years of experience in financial planning or related field
- Strong understanding of financial planning concepts, investment products and legislation
- Xplan experience
- Excellent analytical and problem-solving skills
- Ability to work collaboratively with advisors and clients
- Strong attention to detail and organisational skills
- Excellent communication and interpersonal skills