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 outcomesPrepare complex research and recommendations across a wide range of Financial Planning solutionsPrepare findings ahead of client meetingsPreparing suitability reports based on suitable client outcomesAd hoc project workSkills & 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 skills #J-18808-Ljbffr
Job Title
Paraplanner