Cso/Paraplanner Support

Position: Client Service Officer - Paraplanning and Support
Employment Type: Full Time
Responsibilities:Provide administrative support to Senior Financial Adviser and Senior ParaplannerSet up and maintain client filesCollect client dataPrepare client Risk Insurance quotes using industry softwarePrepare client Financial Review Reports (FRR) using developed templatesPrepare simple client Statement of Advice (SOA/ROA) using developed templatesImplement strategies and productsPrepare and implement client engagements and agreementsExperience in Equities, SMAs, and familiarity with various current strategies desiredApplication Process:Your application will include the following questions:
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