Deskripsi Pekerjaan
Join a thriving financial family where Paraplanners are valued as 'unsung heroes.' We're seeking a proactive, organized collaborator to support our financial advisors and clients. In this critical role, you'll assist in developing comprehensive financial plans, conduct in-depth research on investment products, and ensure compliance with regulatory requirements. You'll prepare detailed client reports, maintain accurate financial records, and communicate complex information clearly to stakeholders. This position offers the opportunity to grow your expertise in financial planning while making tangible impacts on client success. Our supportive environment encourages continuous learning and professional development, allowing you to build a rewarding career in the dynamic financial services sector.
Tanggung Jawab
- Prepare comprehensive financial plans and investment proposals for clients
- Conduct research on financial products, markets, and regulatory changes
- Analyze client financial data to assess risk tolerance and investment objectives
- Ensure compliance with industry regulations and company policies
- Collaborate with financial advisors to deliver tailored client solutions
- Maintain accurate client records and documentation systems
- Present financial information clearly to clients and internal teams
Kualifikasi
- Bachelor's degree in Finance, Economics, or related field
- 1-3 years of paraplanning or financial planning experience
- Proficiency in financial planning software and Microsoft Office Suite
- Strong analytical and organizational skills with attention to detail
- Excellent communication and interpersonal abilities
- Knowledge of investment products and financial regulations
- Ability to work independently and collaboratively in a team
- Relevant certifications (e.g., CFP, CFA) are advantageous