Cso/Paraplanner Support

Position: Client Service Officer - Paraplanning and Support
Employment Type: Full Time
Responsibilities: Provide administrative support to Senior Financial Adviser and Senior Paraplanner Set up and maintain client files Collect client data Prepare client Risk Insurance quotes using industry software Prepare client Financial Review Reports (FRR) using developed templates Prepare simple client Statement of Advice (SOA/ROA) using developed templates Implement strategies and products Prepare and implement client engagements and agreements Experience in Equities, SMAs, and familiarity with various current strategies desired Application Process: Your application will include the following questions:
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