Paraplanner

Minimum Requirements: Minimum 3 years experience within a regulated financial services environment. Proven experience in an F&I (Finance & Insurance) advisory or support role. Relevant qualification in Financial Planning, Wealth Management, or related field. RE1 and RE5 certifications (advantageous). Strong working knowledge of: Investments and portfolio structuring Risk products (life, disability, income protection, short-term insurance) Retirement planning and wealth management strategies Financial needs analysis and compliance processes Computer literacy: Microsoft Office Suite and CRM systems. Valid Drivers License and own reliable vehicle (essential due to roles travel requirements). Strong analytical, administrative, and organisational skills. Excellent written and verbal communication skills. Roles and Responsibilities: Provide technical and administrative support to the Director. Prepare comprehensive financial needs analyses and client review documentation. Draft and assist in...