Committed to delivering exceptional financial advisory services to their valued clients. The company is known for its expertise, integrity, and personalized approach to financial planning. I am currently seeking a detail-oriented and highly motivated Paraplanner to join the dynamic team.
Overview
As a Paraplanner, you will play a crucial role in supporting our financial advisors by preparing comprehensive financial plans, conducting research, and ensuring the highest standards of service delivery. This is an excellent opportunity for an individual looking to advance their career in the financial planning industry within a collaborative and professional environment.
What will you be doing?
* Assist financial advisors in preparing detailed financial plans and recommendations for clients.
* Conduct thorough research and analysis on investment options, insurance products, and other financial planning tools.
* Prepare and maintain accurate and compliant client files and documentation.
* Support the development and implementation of financial strategies tailored to client needs.
* Liaise with clients to gather necessary information and respond to inquiries.
* Ensure all advice and recommendations comply with industry regulations and company policies.
* Assist in preparing reports and presentations for client meetings.
* Collaborate with the advisory team to continuously improve processes and client service delivery.
What you need?
* Diploma of Financial Planning or relevant tertiary qualification.
* Previous experience in a paraplanning role or similar position within the financial services industry.
* Strong knowledge of financial planning principles, investment products, and insurance.
* Proficiency in financial planning software and MS Office Suite.
* Excellent analytical, organizational, and communication skills.
* High attention to detail and a commitment to accuracy.
* Ability to work independently and as part of a team.
For a confidential chat about this exciting opportunity, contact Lachie Young at 0411 931 034 or send your application to lyoung@fuserecruitment.com.
At Fuse, we specialise in connecting top talent with leading firms in the wealth industry. If you know someone who’s looking for their next career chapter, refer them to us and earn $500* if we help them find a new role!
#SCR-lachlan-young
#ChooseFuse
Consultant
lyoung@fuserecruitment.com
Reference number: BH-30457-5
Profession:Banking & Financial ServicesFinancial Planning
Company: Fuse Recruitment
Date posted: 13th Sep, 2024