Senior Financial Planning Specialist
1 month ago
Job Title: Senior Financial Planning Specialist
Job Summary: We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Rory Mackie & Associates. This role will provide critical support to our financial planners, assisting with technical financial planning analysis, client reviews, and financial plans.
Key Responsibilities:
- Draft and send client agendas, generate review reports, capture and draft meeting notes, assign or implement action items through to completion
- Complete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Financial Advisors as per company policies and procedures
- Work closely with attorneys that draw up clients' wills and oversee the Estate Administrators and keep an updated record of the estate status, and report back to the Financial Advisor and client
- Review and update financial information on Elite Wealth as necessary
- Participate in the development of paraplanning policies and procedures
Requirements:
- Tertiary qualification and preferably Post Grad diploma in Financial Planning
- Regulatory examination RE1 or RE5 is advantageous
- Certified Financial Planner CFP is advantageous
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite, specifically Excel
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