Senior Paraplanner

Senior Paraplanner Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Knowledge and Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, ..... full job details .....