Experienced Paraplanner with CFP and minimum 3 years relevant experience, required to join this successful Financial Advisor.

Minimum requirements:
• Post Graduate Diploma in Financial Planning or CFP qualification essential
• Minimum 3 years’ relevant experience required

Responsibilities:
• Prepare Records of Advise for Local and Offshore Investments, Long Term Assurance and Short Term Assurance (Health and Short Term Insurance)
• Prepare Financial Plans – Death, Disability and Retirement
• Investment Portfolio and underlying Fund investigations and formulating own ideas for recommendations
• Client portfolio investigations – health, investment, risk and short term insurance products
• Identify new business opportunities within current client base
• Keep abreast of changing tax and legal environment
• Keep abreast of updated product information