Description

You will support financial planners by managing quantitative data, analyzing recommendations, and implementing investment strategies.

Responsibilities

• Collect quantitative data to compile financial plans, including net worth statements, income/expenditure statements, and cash flow forecasts.
• Verify that all compliance paperwork is present and client risk profiles are accurately determined.
• Conduct independent and collaborative research to identify suitable financial solutions and prepare comparison reports.
• Draft recommendation reports and complete application or proposal forms for implementation.
• Execute investment strategy changes and prepare review packs for scheduled client meetings.

Required Skills

• 5 to 8 years of experience in financial planning or paraplanning roles.
• Strong financial and analytical skills.
• Proficiency in MS Office, specifically MS Excel and MS Word.
• Experience with accounting, auditing, and financial reporting.
• Excellent verbal and written communication skills.
• MBA in Finance.

Key Skills

Education

MBA Finance