Job Title: Paraplanning Professional
We are seeking an ambitious and highly organized individual to join our dynamic team as a Paraplanning Professional in the Wealth Management sector.
About the Role:
This role presents an opportunity to move into a fast-paced entrepreneurial environment as we embark on an ambitious growth strategy.
You will be responsible for developing comprehensive financial plans for clients, including retirement planning, tax strategies, estate planning, and investment recommendations.
Key Responsibilities:
* Developing customized financial plans tailored to meet the specific needs and objectives of each client.
* Conducting in-depth research on investment products, market trends, and financial planning strategies.
* Analysing client portfolios and providing recommendations based on their financial goals and risk tolerance.
* Providing administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas, and managing follow-up tasks.
* Assisting with client onboarding and account management activities.
* Ensuring all client interactions and financial plans comply with regulatory requirements and industry standards.
Requirements:
* A degree in Finance, Economics, Business, or a similar field.
* A financial planning certification (e.g. QFA, APA, RPA) is advantageous.
* 0-3 years of experience in a paraplanning or similar role within the financial services industry.
* Highly organized with a keen attention to detail, excellent analytical skills, and the ability to conduct detailed research and analysis.
About Our Client:
A well-capitalized challenger institution in the Wealth Management sector.
Remuneration:
An attractive salary and other benefits package.
What We Offer:
* A dynamic and entrepreneurial work environment.
* Opportunities for career growth and professional development.
* A competitive salary and benefits package.