Paraplanner
Core
Provide one-on-one support to Senior Financial Advisers by preparing Statements of Advice and researching complex financial planning strategies, investment advice, and personal insurance advice.
Role type
Associate Adviser / Paraplanner
Builds
Financial advice documents and recommendations for clients
Domain
Financial Services / Wealth Management
Required skills
Financial planning expertise, complex strategy research, investment advice, personal insurance advice, regulatory compliance knowledge
Preferred skills
Autonomy, teamwork, attention to detail
Responsibilities
Prepare Statements of Advice, research complex financial planning strategies, provide technical support to advisers on legislative changes, attend client meetings and take notes, delegate tasks
Seniority
Mid-level (2+ years experience)