Paraplanner - Remote

About the Role

Our client, a reputable and expanding wealth management brokerage, is seeking an experienced Paraplanner to join their team remotely. This position offers the chance to be part of a professional, client-centric organization where you will play a crucial role in supporting and enhancing the delivery of high-quality, customized financial advice.

Key Responsibilities

• Provide both administrative and technical assistance to financial planners, ensuring accurate and efficient service delivery to clients.
• Prepare, meticulously review, and process client-related documents such as financial plans, application forms, and compliance paperwork, ensuring all material adheres to regulatory standards.
• Maintain precise and current client records with a strong emphasis on compliance and detail orientation.
• Communicate with clients to collect medical details required for protection insurance applications.
• Address client inquiries promptly and professionally, delivering excellent customer service with clear and accurate information.
• Collaborate closely with financial advisors and team members to ensure efficient completion of tasks and effective implementation of financial recommendations.
• Stay informed about industry regulations, compliance requirements, and best practices to consistently ensure adherence to company policies and standards.

Requirements

• Possession of QFA qualification is mandatory.
• Proven experience in paraplanning or financial consultant administration roles.
• Comprehensive technical knowledge of financial planning products and advisory processes.
• Exceptional attention to detail coupled with strong analytical capabilities.
• Excellent report writing skills and effective written communication.
• Ability to manage workload efficiently and meet strict deadlines.
• Familiarity with financial planning tools and systems.