Our client is an independent investment advisory firm dealing with a portfolio of high net worth investors.

They are looking to appoint a para planner to work alongside their Authorised Financial Advisors to prepare financial analysis and reviews of new clients.

The role:

• On board documentation
• Attend client meetings
• Prepare meeting agendas
• Maintain client notes on the CRM system
• Be first point of contact for client queries

The person:

• Must have some knowledge of the financial markets and investment planning and returns.
• Strong knowledge of Excel and PowerPoint
• Preferably degree qualified with a desire to be an AFA
• Excellent written and verbal communication skills
• Must be confident but humble and have a professional approach with clients.

The successful applicant will potentially have been in a similar role or an environment that provides investment advice to clients. You will have strong analytical capability and enjoy working in Excel. For more information please contact Tonia Calderwood on 09 358 0888 or email tonia.calderwood@dga.nz