Paraplanner

Job Description

About the Role

Platinum Talent is seeking a Paraplanner to join a dynamic team in the Financial Services industry.

In this role, you will provide comprehensive administrative support to Financial Advisers.

You will be responsible for managing a client portfolio, handling transactions, engaging directly with clients, and assisting with fundamental financial planning.

Key Responsibilities

• Financial Planning Support : Create and manage effective financial and risk management plans in line with compliance and company standards.
• Client Portfolio Management : Prepare accurate client review reports and statements of advice, ensuring alignment with client objectives and regulatory standards.
• Customer Engagement : Maintain proactive communication with clients, providing updates and recommendations.
• Administrative Efficiency : Manage client policies, research products, handle queries, process new applications, and maintain diary systems.
• Data Management : Update and manage CRM systems and produce regular business statistics reports.

Requirements

BCom in Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics.

Desired Skills

Benefits

Industry leading salary and benefits

Requirements