Financial Planning Specialist
2 days ago
The Recruitment Council is seeking a skilled Paraplanner to contribute to the growth and success of our financial planning team. As a key member of our team, you will work closely with Financial Planners to provide comprehensive support in the development and implementation of financial plans for clients.
Key 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
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