Senior Financial Planning Specialist
1 month ago
About the Role
As a seasoned Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.
Your work will involve detailed research, analysis of clients' financial circumstances, and preparation of financial planning recommendations and reports.
This role requires a strong understanding of financial planning concepts, strategies, and products.
Key Responsibilities
- Assist the Senior Private Wealth Manager in researching and analyzing client financial situations, goals, and objectives.
- Prepare and compile financial analysis reports, including cash flow analysis, investment projections, and retirement planning.
- Develop comprehensive financial plans that meet clients' needs and objectives.
- Ensure compliance with financial legislation and regulations throughout the financial planning process.
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