Paraplanner

Key Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations. Documentation: Prepare detailed reports, including cash flow analyses, retirement projections, and investment summaries. Compliance: Ensure all financial plans comply with legal and regulatory requirements. Technical Support : Utilize financial planning software to model client scenarios and present options. Client Communication: Coordinate with clients to gather necessary financial information and address queries as needed. Qualifications Education: Bachelor's degree in finance, economics, business administration, or a related field. Certifications: Preferably holding or working toward a CFP (Certified Financial Planner), DipPFS, or equivalent certification. Experience: At least 1-2 years of experience in a financial planning, paraplanning, or advisory role. Technical Skills: Proficiency in financial planning software (e.g., Xplan, Voyant, or similar). Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint Skills and Attributes Strong analytical and problem-solving skills. Excellent written and verbal communication abilities. Attention to detail and high level of accuracy. Ability to manage multiple tasks and prioritize effectively. A team-oriented mindset with a proactive approach to tasks. Knowledge of financial products, tax laws, and investment strategies.