Financial Planning Associate
2 weeks ago
Job Title: Paraplanner
Job Type: Full-time
Job Description: The Recruitment Council is seeking a detail-oriented and organized Paraplanner to join our financial planning team.
Responsibilities:
- Conduct research on investment products, market trends, and financial planning strategies
- Prepare financial plans and reports for clients
- Assist in the development of personalized financial strategies based on client goals and risk tolerance
- Communicate with clients to gather necessary information for financial planning process
- Collaborate with Financial Planners to provide ongoing support and analysis
- Stay current on industry regulations and best practices in financial planning
- Maintain accurate and up-to-date client records and documentation
Qualifications:
- Bachelor's degree in Finance, Business, or related field
- Minimum of 2 years of experience in financial planning or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Proficiency in financial planning software and Microsoft Office
- Ability to work independently and as part of a team
- CFP certification or willingness to pursue certification
We offer competitive compensation, comprehensive benefits, and opportunities for professional development and growth within our organization.
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