About the Role
Key Responsibilities:
Requirements:
- 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
- Knowled...
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