Paraplanner/ Associate - Explicit career path to become an Adviser
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Well-established, growing advice firm thatprovides holistic advice to a loyal client base.
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Responsibilities
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- Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
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- Perform in-depth research on investment products, insurance policies, and financial strategies
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- Assist with portfolio rebalancing, executing trades, and monitoring client accounts
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- Provide ongoing support to financial planners and other members of the support team
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Experience
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- Minimum of 1 years' experienceas a Paraplanner
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- Proficiency in financial planning software (e.g., Xplan)
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- Strong analytical and problem-solving skills
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- Attention to detail
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📌 Paraplanner/ Associate - Clear career path to become an Adviser (New South Wales)
🏢 Vivere Recruitment Group
📍 New South Wales
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