31 Jul
|
Vivere Recruitment Group
|
Sydney
31 Jul
Vivere Recruitment Group
Sydney
29th July, 2026
Well-established, growing advice firm that provides holistic advice to their loyal HNW client base.
Responsibilities:
- Conduct detailed financial modeling and analysis to support financial planners.
- Prepare Statements of Advice (SOAs) and other financial planning documents in compliance with regulations.
- Perform in-depth research on investment products, insurance policies, and financial strategies.
- Assist with portfolio rebalancing, executing trades, and monitoring client accounts.
- Provide ongoing technical support to financial planners and support team
Experience:
- Minimum of 2 years' experience as a Paraplanner writing complex advice
- Proficiency in financial planning software (e.g., Xplan).
- Solid analytical and problem-solving skills.
- Attention to detail
If this sounds like you, please apply via the link below for a confidential chat!
📌 Paraplanner - Boutique Advice Business (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney