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 :
Attained or working towards the Diploma in Regulated Financial PlanningExperience working in a financial services environmentStrong understanding of financial products and servicesExcellent administrative, research, and report writing skillsJ-18808-Ljbffr