Paraplanner

Company Description

At SuperChoice Financial Planning, we believe in helping our clients navigate their changing business environments by offering top-notch financial planning services. We regularly review and amend insurance policy limits to suit the client's evolving needs. This superior service comes without any additional cost to our valued clients.

Role Description

This is a full-time remote role for a Paraplanner. The Paraplanner will be responsible for providing support to financial planners by performing detailed financial analyses, preparing investment and financial reports, and assisting in the creation of financial plans. Daily tasks will include conducting research, compiling data, and ensuring compliance with regulatory requirements.

Qualifications

• Financial Planning and Finance skills
• Strong Analytical Skills and proficiency in handling Investments
• Advanced Report Writing skills
• High level of accuracy and attention to detail
• Excellent interpersonal and communication skills
• Capability to work independently in a remote setting
• Bachelor's degree in Finance, Economics, or a related field