Financial Planning Analyst
7 days ago
We are seeking a highly skilled Financial Planning Analyst to join our team at Rory Mackie & Associates.
About UsRory Mackie & Associates is a small Wealth Management firm dedicated to providing tailored advice and comprehensive financial planning services to our clients. Our mission is to help clients achieve long-term financial security through expert guidance and personalized solutions.
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
- A competitive salary of approximately $65,000 - $85,000 per annum
- The opportunity to work with a dynamic team and contribute to the growth and success of our firm
- A supportive and collaborative work environment
- Professional development opportunities and training
$65,000 - $85,000 per annum, based on experience.
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