Summary:
We are seeking a highly organized and detail-oriented Paraplanner to join our team. The Paraplanner will be responsible for assisting financial advisors in creating financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to work collaboratively with advisors to provide exceptional service to clients.
Responsibilities:
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Assist financial advisors in creating financial plans for clients
- Conduct research on investment products and strategies
- Prepare reports and presentations for clients
- Analyze client financial data and make recommendations for investment strategies
- Collaborate with advisors to develop and implement financial plans
- Maintain client records and ensure compliance with regulatory requirements
- Provide exceptional customer service to clients
Qualifications:
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Bachelor's degree in finance, accounting, or related field
- 2+ years of experience in financial planning or related field
- Strong understanding of financial planning concepts and investment products
- Excellent analytical and problem-solving skills
- Ability to work collaboratively with advisors and clients
- Strong attention to detail and organizational skills
- Excellent communication and interpersonal skills
Please visit https://bentleysvic.com.au for more information
