Paraplanner/ Associate - Explicit career path to become an Adviser
Well-established, growing advice firm thatprovides 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' experienceas a Paraplanner
- Proficiency in financial planning software (e.g., Xplan)
- Strong analytical and problem-solving skills
- Attention to detail
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📌 Paraplanner/ Associate - Clear career path to become an Adviser (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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