Company DescriptionBrown & Bird Financial Planning is a company based in Mackay, Queensland, Australia. We specialise in providing tailored financial planning and investment solutions to our clients. Our team is committed to helping individuals and families achieve their financial goals and secure their financial future. Located at 73 Victoria St, we pride ourselves on our client-focused approach and strong community ties.Role DescriptionThis is a full-time role for a Paraplanner located in Mackay, QLD. The Paraplanner will be responsible for supporting financial planners in developing and preparing financial plans, analysing client's financial information, and making investment recommendations. Daily tasks include conducting research on financial products, preparing detailed financial reports, and ensuring compliance with regulatory standards. The role requires collaboration with financial advisors and other team members to deliver high-quality financial advice to clients.QualificationsSkills in Financial Planning and FinanceAnalytical Skills and Investments knowledgeProficiency in Report WritingXPlan experienceRelevant industry certifications are a plusStrong attention to detail and organizational skillsExcellent communication and interpersonal skillsAbility to work collaboratively in a team environment
#J-18808-Ljbffr