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 solid understanding of financial planning concepts and be able to work collaboratively with advisors to provide exceptional service to clients.
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Responsibilities
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- Assist financial advisors in creating financial plans for clients
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- Conduct research on investment products and strategies
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- Prepare reports and presentations for clients
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- Analyze client financial data and make recommendations for investment strategies
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- Collaborate with advisors to develop and implement financial plans
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- Maintain client records and ensure compliance with regulatory requirements
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- Provide exceptional customer service to clients
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Qualifications
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- Bachelor's degree in finance, accounting, or related field
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- 2+ years of experience in financial planning or related field
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- Strong understanding of financial planning concepts and investment products
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- Excellent analytical and problem-solving skills
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- Ability to work collaboratively with advisors and clients
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- Strong attention to detail and organizational skills
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- Excellent communication and interpersonal skills
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📌 Paraplanner (Victoria)
🏢 Bentleys (Victoria
📍 Victoria
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