Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice.
The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.Company OverviewJoin a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice.
The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.Role OverviewAs a Paraplanner you will play a key role in supporting the advice team with strategy construction and research.
This position is based in Melbourne's Eastern Suburbs and offers the opportunity to work closely with advisers and leadership in a collaborative setting.Key Responsibilities:Assist advisers with the development of financial advice strategiesPrepare research documents and model scenarios.Liaise with the support team and advisers to ensure smooth executionMaintain compliance standardsSkills & ExperienceStrong attention to detail and organizational skillsAbility to manage multiple tasks and deadlinesExcellent communication and client relationship skillsFamiliarity with financial planning processes and complianceProficiency in Microsoft Office and CRM systemsWhat's on OfferFree daily lunchesPaid income protection and professional membershipsSupportive, inclusive culture with career development opportunitiesClick 'APPLY'or contact Shauna Callaghanat ****** are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.Be careful - Don't provide your bank or credit card details when applying for jobs.
Don't transfer any money or complete suspicious online surveys.
If you see something suspicious, report this job ad .
#J-*****-Ljbffr

📌 Paraplanner (Melbourne)
🏢 Profusion
📍 Melbourne