Paraplanner (Investments)
Core
Provide administrative and operational support to financial advisors, acting as the key link between advisors, product providers, and clients.
Role type
Paraplanner (Investments)
Builds
Quotations, new contracts, renewals, and amendments for investment products
Domain
Financial Services / Investments
Deliverable
client delivery
Required skills
contract management, quotation preparation, client relationship management, administrative support, time management, organizational skills, computer proficiency
Responsibilities
Prepare quotations for new and existing clients, manage the issuing of new contracts, renewals and amendments, assist the Director with ad hoc requests and administrative tasks
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