About the Role
We are seeking a skilled Paraplanner or Senior Paraplanner to join our team. The ideal candidate will have a strong understanding of financial planning principles and be able to communicate complex information to clients.
Duties will include:
* Researching and preparing client advice in conjunction with Financial Planners and Directors
* Preparing client reports and suitability letters
* Attending client meetings as required
* Providing technical support to Financial Planners and Directors
Requirements
To be considered for this role, you must have a diploma minimum in a related field and possess excellent communication and organizational skills. Strong back-office systems and platforms experience is also essential.