Paraplanner

Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience.

• Contribute to a client centric environment focused on holistic financial planning
• Work closely with experienced financial advisors in an established, professional setting
• Be part of a team dedicated to delivering high quality, personalized financial solutions
• Gain exposure across life insurance, investments, retirement, and estate planning

• Gather and organise client data (income, assets, liabilities, insurance)
• Update policy documents and perform relevant downloads
• Draft comprehensive financial plans across multiple product providers
• Prepare comparisons for existing and proposed Life, Investment, and Dreaded Disease products

• Conduct research on market trends, investment options, tax implications, and insurance structures
• Model financial scenarios and projections to support sound client decisions

• Ensure all advice complies with regulatory standards and internal processes
• Maintain accurate, complete client files and supporting documentation

• Collaborate closely with financial advisors and business development managers
• Prepare professional reports, presentations, and recommendations for client meetings

• Assist with ongoing client reviews and portfolio updates
• Identify client risks, opportunities, and areas for financial improvement