Paraplanner

Job description

Overview:
The position will bolster a support team, providing technical support to a team of 3 Advisers. You will be expected to work with independence and complete SoAs and RoAs in a timely, compliant manner

The Position:

• Coordinate and manage new and existing client work-flows
• Oversee development and renewal of Statements of Advice, Reviews and client facing documents
• Accompany Adviser on client meetings and engage throughout.
• Support clients as first / second point of contact on any queries they have.
• Perform fact-finds and Develop robust financial strategies based on these
• Maintain a solid, compliant work ethic; ensuring you remain methodical and organised in your day-to-day duties

Requirements:

• Excellent compliance and technical knowledge, gained from 3-5 years of previous role within paraplanning
• Strong grasp of financial planning software systems and Platforms Inc. Xplan
• Interpersonal skills that will contribute to building successful relationships with clients and add to a terrific office culture.
• Relevant Financial Planning qualifications

What to do next
If this sounds like the role for you, please submit your Resume along with a detailed cover letter as to why you are suitable. Successful applicants will be invited in for a face to face before submission.