Para Planner

Overview:

We are seeking a skilled and proactive Paraplanner to provide comprehensive support to our team. This role involves a combination of administrative tasks and financial analysis, requiring strong organizational skills, attention to detail, and the ability to analyze financial data effectively.

Responsibilities:

1. Financial Analysis and Research:

• Conduct analysis and research on insurance products, investment options, and financial strategies.

• Assist in developing customized financial plans and recommendations for clients based on their needs and goals.

• Utilize financial planning software and tools to create projections, evaluate scenarios, and analyze client data.

• Collaborate with the Financial Advisor to review client portfolios, monitor performance, and make adjustments as needed.

• Stay informed about industry trends, market conditions, and regulatory changes affecting insurance and financial services.

2. Client Relationship Management:

• Build and maintain positive relationships with clients, providing exceptional service and support.

• Gather necessary information from clients to facilitate the financial planning process and address their concerns.

• Communicate effectively with clients regarding policy updates, account changes, and other relevant information.

• Assist in organizing client events, workshops, and seminars to promote financial education and engagement.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field preferred.

• Previous experience in a similar role within the insurance or financial services industry is advantageous.

• Strong organizational skills with the ability to manage multiple tasks efficiently.

• Excellent communication skills, both written and verbal, with a customer service mindset.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software applications.

• Detail-oriented with a focus on accuracy and compliance.

• Knowledge of insurance products, investment vehicles, and financial planning concepts.

• Ability to work independently as well as part of a team in a fast-paced environment.