Well-established, growing advice firm that provides holistic advice to a loyal client base.
Responsibilities:
- Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
- Perform in-depth research on investment products, insurance policies, and financial strategies
- Assist with portfolio rebalancing, executing trades, and monitoring client accounts
- Provide ongoing support to financial planners and other members of the support team
Experience:
- Minimum of 1 years' experience as a Paraplanner
- Proficiency in financial planning software (e.g., Xplan)
- Robust analytical and problem-solving skills
- Attention to detail
If this sounds like you, please apply via the link below for a confidential chat!
📌 Junior Paraplanner - Boutique Advice Business (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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