Day-to-day tasks

  • prepare and write finance reports
  • research financial funds and products
  • provide admin support to financial advisers
  • put together cash flow analysis
  • keep client records up to date

Skills and Knowledge

  • customer service skills
  • knowledge of economics and accounting
  • maths knowledge
  • to be thorough and pay attention to detail
  • sensitivity and understanding
  • persistence and determination
  • analytical thinking skills
  • excellent verbal communication skills
  • to be able to use a computer and the main software packages competently

 Industry Qualifications

 As you progress in your finance career, consider additional education and professional certifications in financial planning. Qualifications like the Certified Paraplanner (CIP) designation can broaden your knowledge and reputation in the field of financial planning. Find out more here.

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