Paraplanner

Job Description

Paraplanner

We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team. The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.

Key Responsibilities :

• Prepare Financial Plans : Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
• Research and Analysis : Conduct in-depth research on investment options, insurance products, and other financial services to provide accurate recommendations.
• Client Support : Assist in the preparation of client presentations and reports, ensuring that all information is clear, accurate, and complies with relevant legislation.
• Ongoing Review : Regularly update and maintain clients' financial plans to ensure they remain current and relevant.

Qualifications & Skills :

Technical Knowledge : St...