Financial Planning Assistant / Paraplanner

Overview

Looking for full-time work (8 hours/day)

at $11.36/hour ($1,999.99/month)

College Graduate

Last Active

April 19th, 2024 (13 days ago)

Member Since

October 2nd, 2011

Profile Description

Experienced in the Australian Financial Planning Services Industry for over 6 years. I've excelled as a Senior Associate supporting Senior licensed financial advisers. My comprehensive technical expertise, and keen eye for detail, ensures efficiency throughout the entire client journey—from initial prospecting through advice delivery and implementation, to providing consistent, high-quality service.

Top Skills

Office and Administration » Administrative Support

Experience: 5 - 10 years

Strategic Planning Support - prepares initial analysis notes, streamlining the decision-making process for advisers and contributing to effective strategy formulation. Implementation Specialist - executes the successful implementation of the recommended financial strategies, leveraging technical expertise to ensure smooth transitions and optimal outcomes for clients.

Office and Administration » Client Relationship Management

Experience: 5 - 10 years

coordinates the journey of client interactions, overseeing the process from initial contact through advice delivery to the ongoing provision of services.