Financial Planning Analyst — Paraplanner Support

Kestra Technologies; Paris; Sur place; EUR 40 000 - 60 000; Plein temps

Résumé du poste

Kestra Technologies in Paris seeks a Para Planner to aid the financial advisory team in preparing comprehensive financial plans and assisting with client management. Ideal candidates will have a Bachelor's degree and 2-4 years of relevant experience.

You will conduct detailed research on financial products and strategies, support client relationships, and prepare meeting materials. Strong analytical skills and financial software knowledge are essential. A CFP designation or progress towards certification is preferred.

Qualifications

• At least 2-4 years of experience in financial planning or related support roles.
• Strong analytical and problem-solving skills, with attention to detail.
• Ability to thrive in a fast-paced environment and manage multiple priorities.

Responsabilités

• Assist in the preparation, analysis, and presentation of financial plans for clients.
• Conduct in-depth research on financial products and investment strategies.
• Support Financial Advisors in developing and maintaining client relationships.

Connaissances

Financial planning software knowledge

Analytical skills

Communication skills

Problem-solving skills

Formation

Bachelor's degree

Outils

eMoney

Description du poste

Kestra Technologies in Paris seeks a Para Planner to aid the financial advisory team in preparing comprehensive financial plans and assisting with client management. Ideal candidates will have a Bachelor's degree and 2-4 years of relevant experience.

You will conduct detailed research on financial products and strategies, support client relationships, and prepare meeting materials. Strong analytical skills and financial software knowledge are essential. A CFP designation or progress towards certification is preferred.