Paraplanner

Key Responsibilities: Prepare and draft comprehensive financial plans and recommendations Conduct product research and compare suitable investment, risk, and retirement solutions Analyse client financial information and assist with needs analysis Prepare Record of Advice (ROA) and supporting documentation Ensure that all documentation is compliant with regulatory standards Liaise with product providers and internal administration teams Assist advisors with preparing for client meetings Maintain accurate client records and update CRM systems Requirements: Relevant qualification in Financial Planning, Finance, or similar CFP® (advantageous) or working towards CFP 24 years experience in a paraplanning or financial planning support role Strong understanding of investments, retirement planning, risk products, and tax principles Knowledge of FAIS and regulatory requirements Proficient in Microsoft Office (especially Excel) Experience with financial planning software (advantageous) Key Compet...