Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for you.
Why join this team?
- Independent investment management and wealth advisory business
- Provides services across multiple industries
- Work closely with Advisors to deliver tailored client solutions
What you will be doing :
Verify all compliance paperwork is complete and accurateValidate client risk profiles and relay objectives to AdvisorGather and compile financial information (Balance Sheets, Income & Expenditure)Identify planning opportunities in investment and riskResearch solutions independently and with Advisors to meet client needsPrepare analysis and comparisons for Advisor reviewReview asset allocation and investment strategy against client risk profilesDraft recommendation reports and supporting correspondenceComplete application and proposal formsImplement investment strategies and alterations as instructedManage queries from clients and external partiesMaintain strong client relationships and attend client meetings with AdvisorArrange and support client review meetingsAssess and monitor investment portfolios, asset allocation, and risk profilesWhat we are looking for :
BCom Financial Planning or equivalent qualificationHighly organised, methodical, and disciplinedAbility to multi-task and prioritise effectivelyTeam player with self-motivation to work independently when neededStrong analytical and problem-solving skillsExcellent interpersonal and communication skills, both written and verbalPlease note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
