We are looking for a detail-oriented Paraplanner to support financial advisors with research, analysis, and preparation of financial planning reports. This role focuses on retirement planning and investment strategies, requiring strong analytical ability and attention to detail.
You will work closely with advisors to gather client information, analyse financial data, and help prepare structured recommendations using financial planning tools and systems. Training on required platforms and processes will be provided.
Work Mode: Onsite
Key Responsibilities
Retirement Planning
- Analyse clients retirement goals and current financial situations.
- Support advisors in developing sustainable retirement income strategies.
Investment Strategy Support
- Research and analyse financial products.
- Assist in developing investment portfolios aligned with clients risk profiles and financial objectives.
Financial Information Analysis
- Gather and organise client financial information
- Assist with inheritance and long-term financial planning considerations.
Technology & Reporting
- Use financial planning software to prepare detailed advice and recommendation reports.
- Produce review reports covering performance, progress, and recommended adjustments.
- Maintain accurate data within systems and other internal tools.
- Stay updated with financial planning technologies and industry tools.
- Working knowledge of MS Office tools, particularly Word and Excel, will be considered an added advantage.
- Familiarity with applying AI tools and automated workflows to enhance efficiency and streamline processes will be beneficial.
Required Skills & Competencies
- Strong English communication skills (speaking, listening, reading, and writing).
- Strong analytical and problem-solving ability.
- Ability to interpret financial data and research financial products.
- Good teamwork and collaboration skills.
- Effective time management and prioritisation.
- Strong work ethic and reliability.
