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Technical Para Planner

Tuesday, May 20th 2003, 12:54PM

Very rarely does an opportunity of this quality present itself …

This is an excellent opportunity for a proactive individual to join our Financial Planning and Wealth Management team. This team is responsible for providing premier financial planning advice and wealth management services, individually tailored to the needs of its highly targeted client base.

Supporting a team of Financial Planners in our Wellington office with energy and enthusiasm, the Paraplanner will be responsible for:

Collection and analysis of all relevant personal and financial data

Identification of financial problems

Identification of financial goals and objective

Financial modeling

Provision of written reports with recommendations

Co-ordination and implementation of recommendations

Provision of periodic reviews and plan updates

The Technical Para Planner will assist the financial planners in compiling financial plans and reviews. They work on the development of financial strategies for clients. In practice, they would typically be receiving client files with diary notes and data collection information. They would then discuss strategy options for the client with the adviser. The Para planner’s responsibility would be to input client data into financial planning software and develop a number of strategies for the client.

You will have excellent technical, analytical and computer skills. Attention to detail is paramount. We would prefer candidates to have degree qualifications in a finance-related discipline, at least two years experience in the financial planning industry and proven experience in client specific strategy development and modeling. However, this is not essential. We will consider applicants without full qualifications or experience but it would be essential that the successful applicant commence part time study towards the Diploma of Financial Planning or an equivalent course.

An attractive remuneration package will be offered to the right applicant.

To apply please email
paraplanner@focusfinancial.co.nz

or post your application to:
Human Resources – Ref: Paraplanner
P O Box 31105
Lower Hutt

Copies of academic transcripts must accompany all qualifications.

Closing date Friday 30th May 2003

***Mention you saw it on the Good Returns website***

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