Well-established, growing advice firm that provides 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' experience as a Paraplanner
Proficiency in financial planning software (e.g., Xplan)
Solid analytical and problem-solving skills
Attention to detail
If this sounds like you, please apply via the link below for a confidential chat!
📌 Paraplanner Boutique Advice Business Sydney
🏢 Vivere Recruitment Group
📍 Sydney
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