Posted on: 09 October 2023
ID 888117

Paraplanner

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients.
  • Support investment professionals to cultivate client relationships.
  • Prepare financial plans and check their accuracy.
Qualifications
  • Bachelor's degree in finance or a related field
  • 3+ years of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Occupation:
Finance jobs


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