Join a reputable financial services firm committed to providing tailored financial solutions and exceptional client service. With a focus on continuous personal development and compliance, our client offers a supportive environment for professional growth.
The Role
As a Paraplanner, you\'ll work closely with Financial Planners to discuss client objectives, identify suitable solutions, and compile comprehensive financial reports. Your role will be crucial in ensuring efficient, high-quality, and compliant services for their clients.
Key Responsibilities
* Collaborate with Financial Planners to gather necessary information for financial suitability reports.
* Assist in identifying planning areas and sourcing solutions to meet client needs, including tax calculations.
* Ensure all client information collected adheres to \'know your client\' principles and company policies.
* Prepare suitability reports and recommendations, ensuring compliance with regulatory standards and company policies.
* Conduct fund research and analysis using tools like FE Analytics to support Financial Planner recommendations.
* Maintain updated suitability report templates and due diligence research on funds, providers, and platforms.
* Prepare monthly cumulative return tables and effectively communicate them to Financial Planners and Team Leaders.
Knowledge, Skills, & Competencies
* Understanding of the financial planning process.
* Commitment to delivering quality service.
* Strong client communication and relationship-building skills.
* Ability to work collaboratively in a team environment.
* Effective planning and prioritization abilities.
* Proficiency in using systems and processes.
* Demonstrate honesty, integrity, and adaptability.
* Enthusiastic and dependable with a personal commitment to achieving outcomes.
* Capable of working autonomously to achieve agreed objectives.
Benefits
* Competitive salary and benefits package.
* Hybrid Working
* Opportunities for professional development and training.
* Supportive work environment promoting work-life balance.
If you\'re passionate about delivering exceptional financial solutions and client service while continuously developing your skills, we encourage you to apply for the Paraplanner position.
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