Financial Planning Coordinator
1 day ago
We are looking for a highly organized and detail-oriented Financial Planning Coordinator to join our team at The Recruitment Council. As a Financial Planning Coordinator, you will assist in client onboarding, prepare financial plans, and conduct detailed financial analyses.
The ideal candidate will have experience in financial planning, para-planning, or a related field, with a strong understanding of investment products, insurance, tax planning, and retirement strategies. You will work closely with the financial planning team to enhance the client review process and ensure all client-facing documents are accurate and compliant.
Key Responsibilities:
- Assist in client onboarding, including gathering necessary documentation and information.
- Support Financial Planners by preparing financial plans and conducting detailed financial analyses.
- Enhance the client review process and ensure all client-facing documents are accurate and compliant.
Requirements:
- At least 3 years of experience in financial planning, para-planning, or a related role within the financial services industry.
- Strong understanding of investment products, insurance, tax planning, and retirement strategies.
- Excellent problem-solving, analytical, and research skills.
Salary:$90,000 - $120,000 per annum, depending on experience.
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