Our client is a well-established and professional Financial Planning Practice providing independent advice to clients. Due to an internal promotion, a new position has been created for an experienced Associate Planner / Paraplanner who is passionate about Financial Planning and seeking a progressive career path within the industry.
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Reporting to the Practice Principal, your role will be aligned to the Senior Financial Planner, assisting in the development and delivery of technical and strategic financial advice for a range of clients including retirees and high networth individuals.
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Your responsibilities will include:
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Attend client meetings, completing fact find information and developing file notes.
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Research and assist in the development of appropriate technical and strategic advice.
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Assist in the Paraplanning process, developing and formulating Statements of Advice and Records of Advice.
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Be the first point of contact for clients, delivering solutions for client inquiries.
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Facilitate the advice review process.
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Maintain accurate client information to meet compliance and reporting requirements.
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We are seeking a motivated and driven individual who is keen to learn and has the following skills:
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Experienced Senior CSO or Associate with Paraplanning experience.
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Ability to prioritize workflow to achieve business and client outcomes.
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Have a solid understanding of Investments, Superannuation & Retirement planning.
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Competent in using Microsoft Office Suite and Excel, AI and various platforms.
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Strong communication skills, able to work well with other team members and clients.
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Strong attention to detail and analytical skills.
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Close completion of Financial Planning or Tertiary qualification.
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This is a outstanding opportunity to be part of a successful and progressive team within a company who will support your career progression with ongoing training. Income is competitive and according to experience.