Job Description
FK International is partnering with a well-established institution in the Wealth Management sector.
Key Responsibilities:
* Develop comprehensive financial plans for clients, including retirement planning, tax strategies, estate planning and investment recommendations.
* Tailor financial plans to meet specific client needs and objectives.
* Conduct in-depth research on investment products, market trends and financial planning strategies.
* Analyse client portfolios and provide recommendations based on their financial goals and risk tolerance.
* Provide administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas and managing follow-up tasks.
* Assist with client onboarding and account management activities.
* E nsure all client interactions and financial plans comply with regulatory requirements and industry standards.
Requirements for this Role:
* Hold a degree in Finance, Economics, Business or similar.
* Possess a financial planning certification (e.g. QFA, APA, RPA).
* Have 1-3 years experience in a paraplanning or similar role within the financial services industry.
* Be highly organized with keen attention to detail, excellent analytical skills and ability to conduct detailed research and analysis.