Full job description
We are currently seeking to recruit a dedicated and detail-orientated Financial Services Paraplanner for our growing Financial Services team. You will play a critical role in supporting the Financial Services Consultants by conducting research, preparing financial plans, and ensuring all recommendations align with the client’s goals.
Responsibilities
- Identify areas for planning along with the Financial Services Consultant.
- Review investment portfolio, asset allocation and risk profile.
- Undertake research both independently and with the Financial Services Consultant to identify suitable solutions to meet clients’ needs.
- Prepare information and comparisons for analysis by the Financial Services Consultant.
- Prepare draft recommendation reports to be discussed/signed off by the Financial Services Consultant.
- Prepare suitability letters in accordance with the agreed recommendations.
The Ideal Candidate
- Hold a QFA qualification.
- 5 years’ experience in the industry.
- Working knowledge of insurance company investment funds and performance.
- Attention to detail.
- Excellent interpersonal and communication skills.
Benefits
- PRSA Contributions
- Permanent Health Insurance
- Life Assurance
- Maternity Benefit
- Paternity Benefit
- Parent’s Benefit
- Institute Membership Fees
- Exam & Study Leave
- Personal Insurance Discounts
- Exam Financial Support
- Taxsaver Travel Pass Scheme
- Learning & Wellness Hub