Paraplanner

In this role as a Paraplanner, you will be pivotal in ensuring the accuracy and quality of planning outputs while expanding your knowledge of advanced financial strategies. Your responsibilities will include preparing investment plans, conducting basic mutual funds research, and providing necessary documentation support. This position is tailored for individuals with 1 year of experience who are eager to progress within a boutique, client-focused wealth management setting. Key Responsibilities: - Support Plan Preparation - Aid in developing portfolio reviews and investment plans - Execute operational tasks related to mutual funds and insurance - Research Assistance - Conduct research on investment options, products, and tools - Compare product features and present summarized findings for review - Report Drafting - Create financial reports and investment summaries under supervision - Ensure reports are accurate, well-structured, and in line with client objectives - Compliance and Documentation - Maintain current client files with relevant planning notes and compliance checklists - Adhere to internal documentation protocols and regulatory standards - Technology & Tools - Input and update client data using CRM and financial planning software - Utilize Excel and planning tools for basic calculations and modeling - Team Collaboration - Coordinate with operations and admin teams to facilitate client onboarding and documentation - Participate in internal meetings and training sessions to enhance technical and client-handling skills Qualifications: - Bachelor's degree in Commerce, Finance, or a related field - Certification or enrollment in CFP/QPFP (preferred) - 1 year of experience in a paraplanning or financial planning support role In addition to the above requirements, it is essential that you possess a solid grasp of personal finance fundamentals (investments, insurance, taxation), proficiency in Excel and documentation, a desire to learn and thrive in a client-centric environment, attention to detail, effective time management skills, strong ethics, respect for confidentiality, and a professional demeanor.,