Financial Planning

Junior Paraplanner

LocationAny office location

ExperienceEntry level

Employment typeFull-time

About the role

The Junior Paraplanner plays a crucial supporting role in the financial planning process, working closely with senior paraplanners and financial advisors to ensure the delivery of high-quality financial advice to clients.

Key responsibilities

Research and analysis: research financial products, market trends, and investment opportunities; analyse financial data and prepare reports for clients.
Client data collection: assist in gathering and organising client information, including financial statements, tax documents, and personal goals and objectives.
Financial modelling: create financial models and projections to support the development of comprehensive financial plans.
Compliance and documentation: ensure that all documentation and compliance requirements are met, including the preparation of Statements of Advice (SOAs) and compliance checks.
Recommendations: contribute to the formulation of financial recommendations in collaboration with senior team members.
Client interaction: assist in client meetings and communication to address enquiries and clarify financial plans.
Administrative support: support senior paraplanners and financial advisors, including scheduling meetings and maintaining client records.

Qualifications

Bachelor’s degree in finance, economics, or a related field.
A strong understanding of financial products and markets.
Familiarity with financial planning software and tools.
Excellent analytical and research skills.
Effective communication and interpersonal skills.
Attention to detail and a commitment to compliance.
Relevant certifications such as the Diploma of Financial Planning (DFP) are beneficial.

Apply for this role

Send your details and CV and our team will take it from there.