Advisory Paraplanner
Core
Supports financial planners and advisors by handling technical, research, and administrative aspects of financial planning, including data analysis, document preparation, and client relationship management.
Role type
Paraplanner
Builds
Financial plans, reports, and client relationship documentation
Domain
Financial services
Required skills
Data Analysis, Database Reporting, Numerical Aptitude, Statistical Analysis Techniques, Accounting, Report Review, Sales Software
Preferred skills
Computer Literacy, Data Compilation, Evaluating Information, Management Reporting, Oral Communications, Professional Presentation
Technologies
Standard office software, Sales Software
Responsibilities
Collate and analyze data using preset tools; Resolve queries from internal or external customers; Prepare moderately complex documents; Extract and combine data to generate standard reports; Make calls to allocated customers to maintain relationships; Conduct comprehensive financial planning and advice services for complex client situations.
Seniority
Individual Contributor