24 Sep
|
Vivere Recruitment Group
|
Sydney
24 Sep
Vivere Recruitment Group
Sydney
Paraplanner/ Associate - Clear 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) Robust analytical and problem-solving skills Attention to detail
#J-18808-Ljbffr
📌 Paraplanner/ Associate - Clear career path to become an Adviser (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney