Senior AFP

Are you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Heres what\’s in it for you:

Why You\’ll Love This Job:

• Be a Key Player: Work closely with Financial Planners and be central to the advisory process.
• Diverse Responsibilities: From technical analysis to client meetings, your role will be varied and impactful.
• Professional Development: Stay updated with the latest financial products and legislation, and continuously develop your skills.

What You\’ll Do:

• Support Financial Planners: Conduct technical analysis, assist with client reports, and attend client meetings.
• Client Interaction: Communicate with clients, review paperwork, and ensure reports are client-friendly.
• Internal Coordination: Supervise client services, manage client records, and maintain high work standards.
• Mentoring: Act as a role model and provide guidance to junior team members.

What We\’re Looking For:

• Technical Expertise: Chartered status with 3-5 years of paraplanning experience.
• Analytical Skills: Strong analytical abilities and good academic qualifications.
• Professional and Organised: High standards of ethics, integrity, and organisation.

Ready to make a significant impact and grow with our client? Apply now!

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