We are seeking a detail-oriented, motivated Paraplanner to join our dynamic financial planning team. The ideal candidate will work closely with financial advisors to support the delivery of high-quality financial advice to clients. As a paraplanner, you will be responsible for performing research, drafting financial plans, and ensuring that all client documents and reports are accurate and up-to-date. If you are passionate about finance, enjoy problem-solving, and have strong organisational skills, we encourage you to apply.
Responsibilities:
Client Financial Research & Analysis:
- Collect and analyse client financial data, including income, expenses, assets, liabilities, and investment portfolios.
- Perform research on financial products, market trends, investment options, and tax strategies to assist in financial planning.
Prepare Financial Plans:
- Assist financial advisors in creating customised financial plans for clients, including recommendations for investments, retirement planning, insurance, and estate planning.
- Draft and update financial documents, reports, and presentations to support client meetings and decisions.
Data Entry & Record Management:
- Accurately input client data into financial planning software.
- Maintain and organise client records to ensure timely access to financial data and up-to-date documentation.
Client Communication:
- Communicate with clients as needed to gather necessary information, clarify goals, and provide updates on financial plans and progress.
- Liaise with external financial institutions (e.g., insurance companies, banks) to gather necessary documents or data.
Compliance & Regulatory Adherence:
- Ensure all work complies with industry regulations and company policies, maintaining confidentiality and data security.
- Assist with preparing documentation required for regulatory filings or audits.
Portfolio Monitoring:
- Help track and monitor client portfolios and assist in implementing investment strategies.
- Support in reviewing and adjusting investment portfolios based on changing market conditions and client needs.
Administrative Support:
- Prepare meeting agendas, follow-up action plans, and post-meeting notes.
- Assist with the onboarding of new clients and the processing of paperwork.
