Paraplanner
Core
Provide comprehensive support to Financial Advisors by preparing detailed financial plans, statements of advice, and research reports for client meetings.
Role type
Senior IC financial paraplanner
Builds
Financial plans, statements of advice, and research reports for client meetings
Domain
Financial planning and wealth management
Required skills
Financial planning, investment products, superannuation products, research, analysis, problem-solving, written communication, verbal communication, attention to detail
Preferred skills
Ongoing professional development, mentoring junior team members
Technologies
Financial planning software, investment modelling tools
Responsibilities
Preparing detailed financial plans, statements of advice and research reports; Conducting thorough research, analysis and modelling to identify appropriate strategies and financial products; Maintaining client records and documentation in accordance with compliance requirements; Collaborating closely with Financial Advisors to deliver an exceptional client experience; Staying up-to-date with changes in legislation, regulations and industry best practices; Providing support and guidance to more junior members of the team