Job Description
Ourclient is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, including gathering and analysing client data, preparing financial and investment plans, and producing proposals and portfolio reviews. You will support strategy development, ensure compliance, and help manage the ongoing client review process.
Education
Relevant investment/financial degree, diploma, or qualification.
Experience
- Minimum 3 years of experience in a financial/investment environment
- At least 2 years of work experience within an IFA (Independent Financial Adviser) practice.
- Experience in preparing and presenting client proposals to Advisors & Wealth Planners
Product Knowledge
Good knowledge of financial products and services from a range of product houses (e.g., Old Mutual, Liberty, Momentum). This includes...