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 robust 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
Analyze client financial data and make 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 in finance, accounting, or related field
2+ years of experience in financial planning or related field
Robust understanding of financial planning concepts and investment products
Excellent analytical and problem-solving skills
Ability to work collaboratively with advisors and clients
Solid attention to detail and organizational skills
Excellent communication and interpersonal skills
J-18808-Ljbffr
📌 Paraplanner Melbourne
🏢 Bentleys Victoria
📍 Melbourne
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