Clarity Financial Planning is seeking a talented and dedicated Paraplanner to join our dynamic team in Kirrawee, NSW. As a Paraplanner, you will play a crucial role in supporting our financial advisers in delivering comprehensive financial planning solutions to our valued clients.
This is a full-time position, offering the opportunity to work alongside industry experts and contribute to the growth and success of our company.
What you'll be doing Researching and analysing client financial information to provide detailed recommendations and strategiesPreparing comprehensive financial plans, statements, and reports for client presentationsLiaising with clients, external providers, and internal teams to gather and process relevant dataMaintaining accurate records and ensuring compliance with industry regulations and company policiesProviding technical support and assistance to financial advisers as requiredContinuously developing your own skills and knowledge to stay up-to-date with industry trends and best practicesWhat we're looking for XPLAN guruMinimum 2 years' experience as a Paraplanner or in a similar financial planning support roleStrong analytical and problem-solving skills, with the ability to interpret complex financial dataExcellent written and verbal communication skills, with the ability to explain financial concepts clearlyProficiency in using financial planning software and Microsoft Office applicationsA keen eye for detail and a commitment to providing high-quality workA collaborative approach and the ability to work effectively within a teamWhat we offer Competitive salary and bonus opportunitiesOngoing professional development and trainingOpportunities for career advancement within the companyA supportive and fun work environment with a young energetic teamFlexible work arrangements, including the option to work from home when we're comfortable with your skillsAccess to employee wellness initiatives and social eventsAbout us Clarity Financial Planning is a leading financial planning firm committed to helping our clients achieve their financial goals.
With over 20 years of experience in the industry, we pride ourselves on our client-centric approach, innovative strategies, and a team of highly talented and dedicated professionals.
Join us as we continue to shape the future of financial planning.
Apply now and take the first step towards a rewarding career with Clarity Financial Planning.
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