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Paraplanner

Paraplanner

IDEX ConsultingPerth, Western Australia, Australia
29 days ago
Job description

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 Planning
  • Experience working in a financial services environment
  • Strong understanding of financial products and services
  • Excellent administrative, research, and report writing skills

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    Paraplanner • Perth, Western Australia, Australia