Paraplanner

Paraplanner

We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.

Key Responsibilities:

Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.

Research and Analysis: Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.

Client Support: Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.

Ongoing Review: Regularly update and maintain clients' financial plans to ensure they remain current and relevant.

Qualifications & Skills:

Experience: Previous experience in a Paraplanning role is essential.

Education: Diploma in Financial Planning (or working towards) or equivalent qualification.

Technical Knowledge: Strong knowledge of financial planning tools, products, and compliance standards.

Attention to Detail: Ability to produce high-quality work with a strong focus on accuracy and detail.

Communication Skills: Excellent written and verbal communication skills to interact with advisors and clients effectively.

Time Management: Ability to manage multiple tasks and meet deadlines in a fast-paced environment.