Senior Financial Planning Coordinator
7 days ago
We are seeking a highly skilled Senior Financial Planning Coordinator to join our team at Growth House. As a key member of our financial planning department, you will play a crucial role in supporting our advisors and ensuring the successful implementation of client financial plans.
About the RoleThis is a full-time position that requires a strong background in financial planning and excellent communication skills. The ideal candidate will have experience in preparing and maintaining client financial plans, conducting research on financial products, and utilizing financial planning software to model client scenarios.
The salary for this position is estimated to be around $65,000-$80,000 per annum, depending on location and qualifications.
Key Responsibilities- Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
- Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.
- Documentation: Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries.
- Compliance: Ensure all financial plans comply with legal and regulatory requirements.
- Technical Support: Utilize financial planning software to model client scenarios and present options.
- Client Communication: Coordinate with clients to gather necessary financial information and address queries as needed.
- Education: Bachelor's degree in finance, economics, business administration, or a related field.
- Certifications: Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification.
- Experience: At least 1-2 years of experience in a financial planning, paraplanning, or advisory role.
- Technical Skills:
- Proficiency in financial planning software (e.g., Xplan, Voyant, or similar).
- Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint)
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication abilities.
- Attention to detail and high level of accuracy.
- Ability to manage multiple tasks and prioritize effectively.
- A team-oriented mindset with a proactive approach to tasks.
- Knowledge of financial products, tax laws, and investment strategies.
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