Paraplanner

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth.

The client is looking for an experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.

Responsibilities :

• Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
• Prepare complex research and recommendations across a wide range of Financial Planning solutions
• Prepare findings ahead of client meetings
• Preparing suitability reports based on suitable client outcomes
• Ad hoc project work

Skills & Qualifications :

J-18808-Ljbffr