Paraplanner

My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!

Responsibilities:

  • Put together asset allocation reports for clients
  • Review and put together investment proposals for clients
  • Produce wealth management proposals and reports for clients
  • Produce cash flow reports for clients
  • Put together meeting packs for wealth management clients
  • Review Record of Advice documents and other documents to accompany proposals
  • Streamline, develop and review all reporting and proposal documents
  • Implement changes and other instructions

Requirements: 

  • Must have a Bachelor’s degree in finance, accounting, economics
  • Must have 3-5 years experience in financial planning, previous investment research and portfolio analysis experience
  • Must be a Holder of or working towards a CFP certification
  • Strong Microsoft Office suite (excel) knowledge
  • Strong product, tax, wealth management and financial planning knowledge
  • Must be analytical and a problem-solver
  • Excellent verbal and written communication skills
  • Previous experience working with Morningstar, Xplan or Elite Wealth

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.