Job Description
Paraplanner/ Associate - Transparent career path to become an Adviser
n
Well-established, growing advice firm thatprovides holistic advice to a loyal client base.
n
Responsibilities
n
n
Prepare Statements of Advice (SOAs + ROAs) and other financial planning documents
n
Perform in-depth research on investment products, insurance policies, and financial strategies
n
Assist with portfolio rebalancing, executing trades, and monitoring client accounts
n
Provide ongoing support to financial planners and other members of the support team
n
n
Experience
n
n
Minimum of 1 years' experienceas a Paraplanner
n
Proficiency in financial planning software (e.g., Xplan)
n
Strong analytical and problem-solving skills
n
Attention to detail
n
📌 Paraplanner/ Associate - Clear Career Path To Become An Adviser (New South Wales)
🏢 Vivere Recruitment Group
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.