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Our client
A prestigious and forward-thinking Financial Services firm is seeking a Paraplanner to join their team based in Wellington.
Paraplanner responsibilities include:
1. Receiving instructions during debriefings from advisers following client meetings
2. Analyzing data and using research tools to provide solutions to meet client needs and objectives
3. Providing records to support research undertaken
4. Loading cases onto relevant platforms in a suitable manner and fully debriefing the administrator and consultant along the way
Paraplanner skills and qualifications:
1. Level 4 Diploma in Financial Services and ideally working towards Level 6
2. Demonstrate practical awareness and up-to-date knowledge of retail financial products
3. Deliver effective and positive communication
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