Financial Planning Expert
7 days ago
The Recruitment Council is seeking a highly skilled Financial Planning Expert to provide technical support to Wealth Managers and assist in the development of wealth management products strategies.
About the Role:
- Assist Wealth Managers in preparing detailed proposals and financial needs analyses for clients.
- Provide technical input, such as performance queries using Morningstar Direct analysis software.
- Compile supporting documentation for proposal process, e.g. product structure comparisons.
Requirements:
- 3-5 years' experience as a Paraplanner within wealth management.
- A related BComm degree and a Postgraduate Degree in Financial Planning.
- CFP designation (if applicable).
Key Skills and Qualifications:
- Highly technical and analytical thinking.
- Strong financial acumen and attention to detail.
- Ability to multitask and work professionally.
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