Paraplanner

Our client is seeking a detail-oriented Paraplanner to support our Financial Planner in delivering high-quality financial advice to our clients. As a Paraplanner, you will be responsible for conducting research, preparing financial reports, and assisting in the creation of financial plans. If you have a strong background in finance and a passion for helping clients achieve their financial goals, we would love to hear from you.

Duties and Responsibilities :

• Research investment opportunities and present findings to Financial Planner
• Prepare financial reports, including cash flow projections, investment analyses, and risk assessments
• Assist in developing financial plans tailored to clients' needs and goals
• Review client accounts and make recommendations for portfolio adjustments
• Stay current on financial products, legislation, and market trends

Please note this role is fully remote, with working ours from 6am - 2pm