Paraplanner - Boutique Advice Business
Core
Prepare financial planning documents, research investment products and strategies, and support portfolio management for a boutique advice firm.
Role type
Paraplanner
Builds
Financial planning documents (SOAs, ROAs) and client portfolios
Domain
Financial advice / Wealth management
Deliverable
client delivery
Required skills
Financial planning software proficiency, investment product research, portfolio rebalancing, trade execution, account monitoring
Preferred skills
Analytical problem-solving, attention to detail
Responsibilities
Prepare Statements of Advice and other financial planning documents; Perform in-depth research on investment products, insurance policies, and financial strategies; Assist with portfolio rebalancing, executing trades, and monitoring client accounts; Provide ongoing support to financial planners and other members of the support team