Paraplanner

SUMMARY:
Independent investment management and wealth advisory business offering their services to a host of

POSITION INFO:

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for you.

Why join this team?

• Independent investment management and wealth advisory business
• Provides services across multiple industries
• Work closely with Advisors to deliver tailored client solutions

What you will be doing:

• Verify all compliance paperwork is complete and accurate
• Validate client risk profiles and relay objectives to Advisor
• Gather and compile financial information (Balance Sheets, Income & Expenditure)
• Identify planning opportunities in investment and risk
• Research solutions independently and with Advisors to meet client needs
• Prepare analysis and comparisons for Advisor review
• Review asset allocation and investment strategy against client risk profiles
• Draft recommendation reports and supporting correspondence
• Complete application and proposal forms
• Implement investment strategies and alterations as instructed
• Manage queries from clients and external parties
• Maintain strong client relationships and attend client meetings with Advisor
• Arrange and support client review meetings
• Assess and monitor investment portfolios, asset allocation, and risk profiles

What we are looking for:

• BCom Financial Planning or equivalent qualification
• Highly organised, methodical, and disciplined
• Ability to multi-task and prioritise effectively
• Team player with self-motivation to work independently when needed
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills, both written and verbal

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.