Paraplanner Or Financial Analyst And Admin Support

Description:

𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:

1. Financial Analysis and Research

2. Financial Planning Documentation

3. Software Utilization/Tech Savvy

4. Regulatory Compliance

5. Administrative Support

Qualifications and Skills:

•Proficient written and communication skills. This skill set is very important because the candidate will be communicating with Australian financial advisors.

•An under-grad/post-grad degree in finance, accounting, economics, business, or a related field (CFA, C.A., ACCA,CIMA).

•Understanding of financial planning principles, investment strategies, insurance products,

and retirement planning.

•Excellent analytical and research skills.

•Strong attention to detail and accuracy.

•Ability to work collaboratively in a team-oriented environment.

*Reliable internet connection and ability to work independently in a remote setting.