23 Sep
|
Vivere Recruitment Group
|
New South Wales
23 Sep
Vivere Recruitment Group
New South Wales
Job Description
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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Robust 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