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Financial Services Support Professional
1 week ago
We are seeking an experienced and skilled Paraplanner to join our dynamic and client-focused financial planning firm. As an Experienced Paraplanner, you will play a crucial role in supporting our financial advisor by preparing detailed financial proposals and quarterly reviews, conducting research, and ensuring compliance with industry regulations.
Responsibilities:- Develop and Implement Financial Planning Solutions
- Analyze Financial Data and Develop Recommendations
- Collaborate with Financial Advisor and Admin Staff
- Maintain Regulatory Compliance and Accuracy
- Support Development and Review of Financial Planning Strategies
Qualifications:
- A minimum of 2 to 5 years' experience in a Paraplanning role.
- Strong Knowledge of Financial Planning, Investments, Pensions, and Tax Regulations
- Proficiency in Financial Planning Software (e.g., Xplan, Excel)
- Excellent Analytical, Organizational, and Communication Skills
