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
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