Paraplanner Opportunity in Wealth Management
We are partnering with a well-capitalised challenger institution to find an experienced Paraplanner.
About the Role
* Develop comprehensive financial plans for clients, including retirement planning and investment recommendations.
* Analyse client portfolios and provide tailored recommendations based on their financial goals and risk tolerance.
* Conduct research on investment products, market trends and financial planning strategies.
* Provide administrative support to Financial Advisors, including scheduling client meetings and managing follow-up tasks.
Requirements
* Degree in Finance, Economics or Business.
* Financial planning certification (e.g. QFA, APA, RPA).
* 1-3 years experience in paraplanning or similar role within the financial services industry.
* Highly organised with excellent analytical skills and attention to detail.
About Our Partner
A well-capitalised challenger institution in the Wealth Management sector.
What We Offer
Attractive salary and other benefits.