Paraplanner - Financial Planning Support Specialist
2 months ago
Financial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.
Key Responsibilities:
- Develop and maintain accurate client records and portfolio documents
- Prepare client statements and reports, ensuring compliance with adviser strategies and client needs
- Assess and update client risk coverage, advising on necessary actions
- Provide exceptional customer service and relationship management
- Manage client policy information and maintain relationships via our CRM system
Requirements:
- Relevant tertiary qualification
- CFP designation and/or postgraduate diploma in financial planning (preferable)
- 3-5 years of experience in the financial services industry
- Valid driver's license and own vehicle
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